Shelley’s skills are invaluable to serving our client’s at Financial Focus LLC. She is an important part of the team that facilitates the flow of client accounts on a day-to-day basis. She interfaces with clients for inquiries, administrative management and processes new business. Shelley has been in the financial planning industry since 2000.
Shelley is the mother of two and grandmother to one. Shelley enjoys spending time with her family and is very involved in the lives of her sons and granddaughter. Daily exercise and prayer help keep her centered and focused.
- Attended California Polytechnic of Pomona, CA
- Licensed Administrative Assistant – Securities America
Securities offered through Securities America, Inc, Member FINRA/SIPC. Advisory services offered through Financial Focus LLC. Financial Focus LLC and Securities America are not affiliated.
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