About Shelly

About Shelly

After beginning her financial career in lending, Shelly Gams realized quickly that many people, no matter how much money they had, needed more information and better guidance to lead them to financial success. So, 20 years ago, Shelly changed careers to become a financial professional. Ever since then, she has been focused on helping people transition financially to the next phase of their lives – and stay on track once they get there.

Shelly has experience working with a variety of different individuals including pre-retirees, retirees, business owners, ranchers, those in the oil and gas industry, women, and medical professionals. Services provided include retirement income planning, small business planning, estate and legacy planning through investments and insurance.

Core Values

 

Integrity

Loyalty

Compassion

Honesty

Collaboration

Communication

Dependability

Trustworthiness

Clarity

Non-Judgemental