CFP®, CLU®, ChFC®, CASL®, RICP®
My life has always been about serving and helping others. I am a country girl at heart who grew up in Cowley, Wyoming on a Longhorn Ranch. It was there I learned how to put in a real full day’s work, and to be in service to others. For the past 20 years, I have been serving others as a Certified Financial PlannerTM (CFP®) helping them make smart financial decisions, retire with confidence, and simplify their financial lives.
I graduated from the University of Wyoming with a degree in Business Administration and a minor in Psychology, and have many professional designations including Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Chartered Advisor for Senior Living (CASL®), Retirement Income Certified Professional (RICP®), Certified Financial Planner™ (CFP®).
I am also a key member of Retirement Solutions, a Montana insurance, financial services and wealth management firm. I have refined my financial planning and wealth management experience by assisting clients in wealth preservation, accumulation and retirement income distribution through time tested financial principles.
I am a “Woman of Influence” for the Accounting and Financial Women’s Alliance (AFWA). This is a prestigious award that represents the passionate and respected industry leaders of the accounting and financial industry professionals around the nation. I serve as a mentor to other professionals and provide industry resources and topics to the organization.
As the first agent in the state of Montana to receive a certification in the Macro Asset Perspective® (MAP) program, I have been able to serve clients with retirement income strategies for many years. The MAP program is a wealth accumulation strategy that encompasses principles of asset allocation relative to risk tolerance, and tax treatments. MAP is a strategy that helps to potentially maximize future net retirement income.
I am serving on the University of Wyoming Alumni Board of Directors for the State of Montana. I have served on other non-profit organization including from Girls Scouts of America, Billings Clinic Classic Golf Tournament among many others.
I have written many articles on financial education topics that have appeared in the Billings Gazette and Yellowstone Valley Woman’s magazine.
My husband, Mike, and I live in Billings, MT, and we love to travel to Wyoming to visit my family's ranch and Mike's sand and gravel operation. In my spare time, I also like to golf, fish, camp, and ride horses.
Click here to learn more about Shelly's designations.
- - MAFE (Montana Association of Female Executives)
- - AFWA (Accounting and Financial Women Association)
- - NAIFA (National Association of Insurance and Financial Professionals)
- - MDRT (Million Dollar Roundtable)