Shelley’s primary role is to deliver exemplary service and support to our clients and advisors during each step of the wealth management process. She acts as the liaison with our custodians and works directly with our advisors to provide seamless transitions for new clients and continued support throughout their relationship.
Shelley lives in Marietta. She enjoys listening to music, staying active, and spending time with friends and family.
- University of Leeds in England – Bachelor of Science in Business and Financial Economics