Shelly began working in our Wyalusing office in May 2023 as a Wealth Management Assistant. She is a PA commissioned notary public, and most recently has been a mobile notary/ certified loan signing agent covering the NEPA corridor. She also brings with her previous tax experience.
Shelly has an Associate Degree in medical transcription from Williamsport School of Commerce and a dual Bachelor's Degree in Business Administration and Human Resource Mgmt. from Keystone College.
Shelly is excited to join the Team, and begin preparing for her Series 6 Securities & Insurance Licensing.
She has been married to her Husband Chuck for 30 years. They reside on their Families Homestead with their daughter Ashley (18). They are also legal guardians for Jesse (15) through Foster Care.
Shelly looks forward to getting to know and working with All of Our Clients.