Our Founder

A Note from Shelly

After beginning my financial career in lending, I soon realized that many people, no matter how much money they had, needed more information and better guidance to lead them to financial success. So, in 2000, I changed careers to become a financial planner. Since then, I have been focused on helping people financially transition to the next phase of their lives—and stay on track for their goals once they get there.

I have experience working with a variety of different individuals including pre-retirees, retirees, business owners, farmers and ranchers, women, and professionals. I provide services such as retirement planning, income distribution planning, small business planning, estate and legacy planning, investments, insurance, and wealth management through time-tested principles.