Shelly has over 12 years of experience in financial services. As the Operations Coordinator, Shelly takes great pride in helping clients with all types of servicing. She has developed a reputation for being exceptionally organized, paying attention to detail and managing complex tasks with ease. Most of the time Shelly is the voice greeting you on the other end of the phone or at the front desk when you walk in the office. She loves to help clients by making things easy. She consistently goes above and beyond when taking care of clients’ needs. Shelly’s gifts and abilities enable Mike and Matt to focus on delivering sound advice and helping their clients to Plan. Plant. and Prosper.
Shelly has 3 kids, Dayton, Grace and Carter. In her free time, you can probably find Shelly around water with her family and friends.