Shellie’s experience includes over 20 years of advising individuals, families and business owners. Her wealth management and financial planning expertise provides valued insights and recommendations in such areas as: cash flow analysis, risk management, estate and trust planning, investment management, and charitable planning strategies. She serves a core group of the firm’s clients, overseeing all aspects of the relationship. Working alongside the firm’s leadership, Shellie develops and delivers holistic integrated wealth management strategies. This customized high-touch support helps our clients to define and articulate their goals while allowing us to create structures to improve desired outcomes.
Shellie earned her Bachelor of Arts degree from St. John Fisher College in Rochester, New York. In addition to consulting and advisory roles, she has held a variety of management positions, including tenure at Wilmington Trust, N.A. and Deloitte Investment Advisors. She holds the Series 65 license and is a CERTIFIED FINANCIAL PLANNER™ practitioner. Shellie has also served as a member, treasurer and/or director of a number of volunteer organizations. Married with two children, Shellie enjoys spending time with her family, reading, traveling and more traveling.
She founded The Boston Philanthropic Advisors Roundtable, a multidisciplinary organization to share ideas, educate and connect like-minded professionals in the Boston area.