Shelly has been in the wealth management arena since 1973. She believes in individualized planning for her clients, taking a comprehensive look at not only their investment assets but other life issues that may impact how they should invest as they approach each new phase of their financial journey. She encourages clients to ask questions in order to ultimately feel comfortable with the investment direction that is taken.
After attending Long Beach State University in California with an emphasis in English and speech, Shelly started her career on the non-sales side of the business. In 1976, she moved to Portland, Oregon, and passed the Series 7 exam in 1979. She has always been a hard worker and decided to take this predisposition for long hours and move to the wealth management side, advising clients. In 1980, she started on the sales side at Piper Jaffrey. Shelly started her sales career with Dain Rauscher in 1985. In 1999, she moved to Sutro & Company, which was acquired by Dain in 2001. RBC Wealth Management acquired Dain a few years later. Shelly has experienced the evolution of Dain Rauscher for over 34 years. In 1982, she attended the first American Friend’s Socially Responsible Investment conference in San Francisco where SRI was still a fledgling investment style. She now incorporates socially responsible investing into her work with individuals who support this philosophy.
Born and raised in Long Beach, California, Shelly was active in theater and speech competitions during her high school years. In 1968, she married and in 1973 moved to Oregon to join Blyth Eastman Dillon on the non-sales side. She had her daughter at age 41 and was divorced one year later. She has remained good friends with her ex-husband and they have co-parented her daughter together. Her daughter moved to New Orleans after graduating from college and married in 2016. In 2018, Shelly had her first grandchild. She travels to New Orleans several times a year to watch this child grow. Shelly is very active in the nonprofit world as well. She has served on the board of Janus Youth, which is the largest agency serving at-risk teens in the state. She is the former board chair and now a very active “friend” attending and participating in their annual golf tournament and winemaker dinner. She also is an active volunteer with Potluck in the Park, which serves meals every Saturday to the homeless in a downtown park. Shelly strongly believes that if she is fortunate enough to be successful in life, she has