Wealth Advisor, Trust Officer
Shelley has 29 years of service in wealth management. Her experience includes a focus on financial planning and assisting clients achieve their life and estate goals through various stages of growth. She administers investment agency accounts, IRAs, revocable and irrevocable trusts for individuals, charitable organizations and scholarship endeavors.
Shelley is a graduate of Northern Illinois University with a B.S. in Finance. She has held a Series 7 Securities license and insurance license and has attended the National Trust School at Northwestern University in Chicago.
Shelley is currently on the Freedom House Executive Board as Treasurer in Princeton, Illinois and is also active in Hands of Hope of Illinois.
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