Shelley oversees the Personal Wealth CFO Service team ensuring client needs are met with excellence. In serving clients as a Personal Wealth CFO, she takes on the role of quarterback for all accounting, legal entities, trust administration, tax planning, investment reporting, estate planning, and philanthropic services. 

Shelley is a CPA and CFP® with 20 plus years of extensive experience serving family office and high net worth individual clients, in both single and multi-family office settings. She provides the highest level of customer service, expertly managing all details and delivering exceptional results for her clients.

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