Client First Team
502.882.0136
Shelley is a member of the Client First Team and has been with the firm since 2016. Prior to joining us, she worked as an executive assistant to the CEO of Sullivan University and as an office manager for Woodhaven Country Club for 10 years. Shelley also takes pride in her work as a mother of three children and organist/pianist at her church.
Louisville Office: 502.882.4600
Disclosure
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 https://bit.ly/KF-Disclosures.
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