Why I Became an Investment Advisor: Shelley's Story

I had done so many other roles within the investment business, the role of IA was one that I didn’t think I would ever take on. The shift happened when I started meeting with clients one on one for paperwork and realizing that I enjoyed the personal connections. I am excited to partner with others to help grow and manage their wealth and do that in a very practical way.

As a kid, my grandpa, along with my parents, taught me the importance of saving and planning for the future. Now, I get to pass on that mindset to others- helping people feel more secure about their financial future.

What attracted me to the role of an investment advisor was the opportunity to build meaningful one-on-one relationships with clients. I enjoy taking the time to understand each person's unique goals and challenges, and being able to offer personalized guidance that adds real peace of mind. I’m also passionate about financial education—helping clients feel informed and confident in their decisions is incredibly rewarding. The role allows me to combine relationship-building with purpose-driven work.

Photo of Shelley and her Grandpa:

To learn more about Shelley, check out her bio on our "Meet the Team" page here