Create customized financial plans designed to align with each client’s unique goals, priorities, and life circumstances. Perform in-depth evaluations of tax-efficient strategies and their implications, ensuring clients receive comprehensive guidance that supports long-term financial success.
Professional Credentials
Certified Financial Planner, CFP®
Education
DeSales University, BS, Accounting
Personal
Shelley is passionate about travel and loves exploring new places. When she’s not traveling, you can find her curled up with a good book or spending time with her nieces and nephews.
