Shelly assists clients and deals with a multitude of tasks while making sure the office runs smoothly on a daily basis. She has been with OakBridge Financial Partners since 2013. She has 20 years of experience in the financial services/insurance industry.
Shelly holds a Life & Health insurance license with the State of Ohio. She is appointed with several health insurance carriers for sales and service of individual health insurance, specializing in Medicare plans.
Shelly lives in Waverly with her husband, Cort. She enjoys spending time with her family and traveling with her husband.