Shellee has been helping clients since 2004. She has a broad base of training in life insurance, retirement planning and investments. She graduated from Indiana University with a Bachelor of Science Degree in Business Management and Organizations. Shellee has also earned the CERTIFIED FINANCIAL PLANNER (CFP®) designation. Earning these marks required extensive coursework in a broad range of financial subjects, rigorous examinations, significant work experience and adherence to a strict code of ethics.
Promise Advisory Group has built its practice with pride in loyal clients and strong customer service. Shellee’s business continues to grow through the recommendations of clients’ friends, family members and colleagues.
Shellee and her husband, Aaron, have two daughters, one of which joined the practice, and two dogs, Ollie and Pepper. She is also very active in the community. Shellee serves on the board with the Franklin Chamber of Commerce, is a graduate of Leadership Johnson County, and supports the women leadership programs and youth mentorship programs, working with college interns and high school students.
To meet with Shellee and learn more about how she can help you work toward a more confident financial future, please contact Promise Advisory Group to set up a consultation.
Shellee is a Certified Financial Planner of Cetera Advisor Networks LLC