For over ten years Shelly worked in the Oil & Gas Industry as the Executive Assistant to the President and Vice President of Operations where she specialized in client relations and assisted in the SEC reporting of the company’s publicly held company.
She also served as the Executive Assistant to the President and CEO of a Software Development and Trust Company where she was responsible for the human resource needs of the company. Shelly honed her compliance and confidentiality knowledge and skills while providing back-office support for Investment Companies, which included shareholder services.
She joined Val Hein’s team in March of 2018. She specializes in client relations, managing appointments and transaction processes. Shelly recently obtained her FPFQ® (Financial Paraplanner Qualified Professional) designation so she can now help assist families in their Financial Planning process.
In her free time Shelly enjoys spending time with her two children who are both very active in sports and volunteering with the booster clubs at the school.
FPFQ® is conferred through the College for Financial Planning.