For more than 20 years, Shelly has worked in the financial services industry and has significant experience with retirement plan rollovers and corporate retirement plan administration. As a service-oriented team player, Shelly helps clients establish and reach their goals and objectives though strategic performance management. Her extensive knowledge of UBS policy, procedures, and technology allows her to anticipate clients’ needs and resolve their problems, as well as offering them exceptional service. In order to better assist clients achieve their goals, Shelly has attained her series 7, 66 and life and health insurance licenses. Outside of work, Shelly volunteers with the American Cancer Society, Humane Society of Central Texas, and the Go4him ministries on trips to Haiti and Guatemala.
Registered States:
AL, AR, AZ, CA, CO, DC, FL, ID, IL, IN, KS, KY, LA, MA, MI, MO, MT, NC, NE, NH, NJ, NM, NY, OH, OK, PA, TX, VA, WA, WI, WY