“I prefer to build relationships, not just clients.”
A former life, property and casualty agent, Shelley says that life insurance is the cornerstone to a good financial plan. She also says it is just the beginning of a good financial plan. After 23 years in the industry, she would know.
Shelley focuses her practice on risk and tax-reduction strategies to help her clients create lifetime income and a family legacy. Using individualized strategies, she enjoys seeing her clients successfully progress from their first meeting through retirement.
Prior to joining Empire Financial Advisors and Gretchen Meyer Financial, Shelley helped families and business owners pursue their financial goals at NPA Financial, LLC. She holds the 6 and 63 security licenses with LPL Financial and is licensed in New York, Virginia, Florida and Texas for life and health insurance with the Life Underwriter Training Council Fellow (LUTCF) designation.
Shelley is a member of the National Association of Insurance & Financial Advisors (NAIFA) and is actively involved with the Saratoga County Chamber of Commerce, the Cazenovia College Alumni Board, and Soroptimist International of Saratoga County, an organization committed to enhancing the quality of life for women. Originally from Roxbury, New York, Shelley has been a Clifton Park resident for more than 20 years.