Shelly Gams
CFP®, CLU®, ChFC®, CASL®, RICP®
With 20+ years' experience as a Financial Professional, I specialize in helping people maximize their retirement plans (401k, 403b, IRAs) to successfully transition from the workplace to their next place. My clients are varied, and each has their own unique challenges and opportunities. My role is to help clients navigate these items in order to financially grow. Like a true trusted partner, I bring the experience and expertise that helps clients hit the ground running and financial solutions tailored to their needs. With the right Financial Professional who understands you and your retirement goals, you can focus on what is most important to you --YOUR hopes, dreams, and business.
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 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 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 have been able to serve clients with retirement income strategies for many years using the time-tested principles. These principles provide wealth accumulation strategies that encompass principles of asset allocation relative to risk tolerance, and tax treatments.
I have served on the University of Wyoming Alumni Board of Directors for the State of Montana, and on other non-profit organizations including Girls Scouts, Billings Clinic Golf Tournament among others.
I live in Billings, MT with my husband, Mike. I like to golf, fish, camp, and ride horses in my spare time. Mike and I love to travel to Wyoming to my family's ranch.
Click here to learn more about Shelly's designations.
Shelly's Associations
- - MAFE (Montana Association of Female Executives)
- - AFWA (Accounting and Financial Women Association)
- - NAIFA (National Association of Insurance and Financial Professionals)
- - MDRT (Million Dollar Roundtable)
