Shelley joined BLBB in 2019 as a Client Service Administrator. In this capacity, Shelley works closely with two of our financial advisors, Dean Karrash and Laura Brewer, and helps to support their clients. She also holds the designation of Financial Paraplanner Qualified Professional (FPQP®) and works with our financial planning department, assisting in the construction and maintenance of comprehensive and customized goals-based financial plans for our clients. With her tax background, Shelley also creates analyses of relevant tax planning considerations, including capital gains, charitable giving and Roth conversions.
Shelley came to BLBB from Valley National Group where she spent 13 years as their Database Administrator, assisted a financial advisor with financial planning and tax preparation, and served on the Compliance Committee. Prior to joining Valley National Group, Shelley was a tax preparer for H&R Block.
Shelley is a graduate of DeSales University where she earned a B.S. in Accounting. In her spare time, Shelley loves to spend time with her nieces and nephews and volunteers at her church.