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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 in the financial planning industry, Shelly nurtures our clients’ nature and is dedicated to rounding out their experience by keeping them informed and connected to 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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