Team

After earning my Bachelor of Science in Business Administration from Boston University, I started my career as a Financial Advisor with Ameriprise Financial. Frustrated with the struggle between what management wanted me to do and what was in the best interest of my clients, I decided to go independent and join LPL Financial in 2009. This transition allowed me to serve as a valued advisor who clients can turn to for personalized guidance and advice. As an independent advisor, I could put my clients and their needs first.

Since 2005, I have been helping clients define and pursue their financial goals. I believe that the most effective way to make a true impact on our clients' finances is to build long-term relationships. A cornerstone of the SMB Client Service model is open communication and collaboration. My consultative approach encourages our clients to be an active participant in the financial planning process, to build on their experience and judgement, and supply them with the knowledge they need to make important, informed decisions.

Contributing to the Women in Finance movement - not just financial literacy and advocacy, but also encouraging more women to join the male dominated industry is a cause that I am is very passionate about. I have partnered with LPL's Diversity & Inclusion team as well as my alma mater, Boston University, to work on different initiatives with this goal in mind. 

Out of the office, my husband, Albert, and I are busy keeping up with our sons, Samuel and Christian. As a family, we enjoy traveling, biking and dance parties. 

Series 7 & 66 licenses held with LPL Financial.

I started working at SMB Financial Strategies, LLC in 2022 as a Client Service Associate. In my current role, I assist Sarin in servicing our existing clients. My favorite part of the job is interacting with our clients and our book club!  

Prior to joining SMB, I worked as an Office Manager for a pest control company where I was responsible for day-to-day operations, the schedule of 7 technicians and servicing a data base of 20,000 clients. 

I graduated from University of Massachusetts Boston with a Bachelor of Arts in Psychology. I worked as a full-time nanny while completing my degree and loved every minute of it! 

When I’m not at work, I am spending time with my family and friends, and our dog Penny. I am a lover of traveling, King Charles Cavaliers Spaniels, and makeup artistry. 

Series 7 & 66 licenses held with LPL Financial.

I am the friendly face you see when you walk into our office!

Prior to this role, I spent a decade as a Special Education Teacher where I supervised a sub-separate classroom, managing both students and staff. I hold a Bachelor's Degree in Community Health from Worcester State University and a Master's Degree in Education with Autism Specialization Designation from Simmons College.

Fun fact: I taught abroad in Abu Dhabi, UAE for three years. During this time, I took advantage of my proximity to other countries and traveled to thirty countries!

In my personal time, I enjoy traveling, snowboarding, going to shows and concerts, and spending time with my partner, Kevin, and cat, Nala.

The Chief Financial Officers at CFO Solutions are LPL employees who analyze operations, assess needs, and create a strategic plan to meet business objectives and future goals. In her role as CFO, Shelley provides actionable insights based on financial analysis and strategic planning. 

Shelley has over 13 years of experience in the financial services industry. She started her career in the Private Banking and Investment division at Merrill Lynch working directly with ultra-high net worth clients as a resource for their unique and complex financial needs. She later transitioned into the Advisory division where she was a Financial Advisor and Wealth Management Specialist focused on financial planning.

Shelley earned her Bachelor of Science in Business Administration from the Moore School of Business at the University of South Carolina. She completed the Certified Financial Planner Program at Queens University and holds her FINRA Series 7, 63 and 65 licenses. She also maintains North Carolina Life and Health Insurance designations.

Shelley grew up in Pawleys Island, SC and currently resides in Charlotte, NC with her husband and two children. She enjoys spending time with her family at the beach and in the mountains doing every outdoor activity you can think of!