Designations: AIF, CFPA, CMFC
Shelly is a retirement plan expert with over 20 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to hundreds of non-profits and corporations in areas such as fiduciary governance, plan design, investment consulting, compliance, employee education and communication.
Shelly began her financial services career for one of the top retirement recordkeepers, where she held several client relations and leadership roles. She has spoken at many industry and client conferences on a variety of topics, including fees, benchmarking and financial wellness. She recently became a managing partner of Pensionmark with focus on expanding clientele in the corporate, discretionary investment management and master trust space.
Shelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Financial Services Institute (FSI), the Finance and Administration Roundtable (FAR), American Society for Association Executives (ASAE) and Society for Human Resources Management (SHRM). She was named a Top Women All-Star in 2015, 2016 and 2018 by the National Association of Plan Advisors.