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Shelly is passionate about looking after our clients, so they know they are family. She’s the equivalent of the nurse at your doctor’s office, and meticulously coordinates your care with her personal touch. With her southern hospitality and over 17 years of financial experience, Shelly nurtures our clients’ nature and is committed to enhancing your experience by ensuring you stay informed and connected with our team. Shelly is a Mom to her dog Morgan, loves to learn, intuitively paint and create, and spend quality time with family and friends.

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