Shelly is our Senior Financial Advisor. She provides our clients with an in-depth, personalized insight into their financial lives and goals. Shelly graduated from Onondaga Community College with an A.A.S. in Business and later graduated from Le Moyne College with a B.S. in Industrial Relations. She is a Certified Senior Advisor (R) with advanced knowledge of the issues seniors are addressing in retirement and advancing years. Shelly also has a Series 7 license, Series 6 license, and Series 63 license. Shelly joined the firm in 2002. Before working here, she was an office manager for a law firm in Syracuse. Shelly leads her profession by doing what is right for her clients. She gets to know them and always looks for ways to help. Shelly loves to hear the stories of her client's hopes, dreams, and worries. Like a puzzle, she pieces together and figures out ways to solve the issues at hand.
Shelly and her husband, Ed, have four sons, four daughters-in-law, three grandsons, and two of the sweetest golden retrievers. She is incredibly proud of the family that she has raised and the company that she has helped grow and flourish into a respectable firm. Outside of work, Shelly is passionate about her family, faith, entertainment, gardens, and dogs. She is very active and involved in her church, Holy Family, where she coordinates the Hospitality Ministry, is in the Pastoral Council, is on the Board for the Sisters of St. Francis, and much more. Shelly makes it her firm's mission to help by listening, doing, and working for clients with a grateful heart.