Shelly started in the financial services industry in 1998 as the assistant to Scott Fergusson, Dennis Miller's original partner. She completed FINRA licensing for the Series 7 and Series 63 in 1999 and eventually took over for Scott in 2001. Shelly has earned the CERTIFIED FINANCIAL PLANNER™ designation, is licensed for Life & Health Insurance, and has the Series 24 to operate as the office supervisor. She most recently earned her RSSA® designation as a Registered Social Security Analyst.
Shelly specializes in developing clients' long-term retirement plans, portfolio design, social security planning, retirement income planning, and estate planning strategies. She loves helping individuals and families create the path that will lead them to a comfortable retirement.
Shelly lives in the country in her newly remodeled family farmhouse with her husband Paul. They are active at their church, Central Ministries, and host a small group bible study in their home. Shelly also enjoys volunteering in the nursery. Her favorite activities are to hang out at the farm, spend time with her grandchildren, boating and fishing.