Shelly is a team member for KSI’s High Performance Team (HPT) that provides Business Support functions for clients and various Executives on miscellaneous projects.
Shelly has over 15 years of experience in the administrative field. She has strength in implementing work flow and training programs for teams, and has exceptional attention to organization and detail. She works with clients to set up processes and sort through the steps from beginning to end. Shelly’s ability to understand the importance of compliance and confidentially comes from over 13 years in the financial industry.
Shelly & her husband, Jason, were both raised in small towns in Eastern Iowa where they give credit to learning their trustworthiness and hard work ethic. They currently reside in Cedar Rapids, and have 2 children, TJ and Kylie, along with their dog, Kinzzie. Shelly enjoys volunteering her time with the I KNOW JACK Foundation, helping at her daughter’s school, spending time with family, working out, and kayaking & paddling boarding at their family cabins at Lake Delhi.
Administrative Assistant to Wealth Management Advisor