With over three decades of experience in the financial sector, Shelly began her career with Merrill Lynch Wealth Management. During her tenure in the industry, Shelly has attained a wealth of specialized knowledge and unwavering dedication. Renowned for her commitment to delivering top-notch financial solutions, Shelly possesses a seasoned perspective on navigating the intricate world of financial planning. Transitioning from her role at Lincoln Financial, Shelly now directs her expertise towards fortifying the success of ROI. Her strengths include meticulous attention to detail, a strategic mindset, and an unyielding dedication to ensuring client satisfaction. Throughout her career, Shelly has built a reputation for cultivating enduring relationships grounded in trust, integrity, and tailored service.
