Shelly is our Client Relationship Manager, bringing 11 years of experience in client-focused financial services. She works closely with our advisor team and clients to ensure exceptional service and support in achieving financial goals. She brings a wealth of technical, professional service, and team-based experience to our firm.
Originally from Iowa, she spent the past 25 years in Kansas City before returning to Central Iowa to be closer to family. She enjoys traveling – especially to visit her two adult children who live out of state – and makes the most of her free time by golfing, exploring local parks and trails, and catching a baseball game whenever she can.