Working with Other Advisors

Shelly works with attorneys, accountants, trust officers and other advisors to better serve the needs of her clients. This collaborative approach gives her clients the most comprehensive service available.

When you work with Shelly Gams, you can rest assured that she will work with you to develop a mutually agreeable process for interacting with her shared clients. Shelly knows that every organization has different methods and preferences for how communication is handled, so she is flexible and adaptable in order to effectively meet the needs of her clients within a cohesive team environment. She will always maintain open lines of communication and keep you apprised of all developments.

Shelly will deliver creative and effective solutions for her clients in the areas of business, estate, retirement, income distribution and tax planning*. She invites you to explore her website to gain a clearer understanding of her approach and the resources she brings to the table. If you have questions or would like to discuss a particular client that she may be of assistance with, please don’t hesitate to contact her.

*Shelly Gams does not provide tax or legal advice.


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