Shelley Shumate

Client First Team


Shelley is the Executive Assistant for our Client First Team and has been with MCM CPAs & Advisors since 2016. She has worked as an executive assistant to the CEO of Sullivan University and as an office manager for Woodhaven Country Club for 10 years. Besides her role as an Executive Assistant, Shelley also takes pride in her work as a mother of three children and organist/pianist at her church.

  • Morehead State University – Bachelors of Music
  • Southern Baptist Theological Seminary – Masters of Church Music
Community Involvement
  • Buechel Park Baptist Church – Organist/Piano Accompanist


Securities offered through Kestra Investment Services, LLC, (Kestra IS) member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (KestraAS). Kestra IS and Kestra AS are affiliated entities. Kestra IS and Kestra AS are not affiliated with Meritrust Wealth Management. Investor Disclosures