Our advisors

Advisor photo for Barry Shelley

Barry Shelley

CFP®, CLU®, ChFC®, CASL®, CKA®, MSFS

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Barry Shelley Visit Barry Shelley's website
Advisor photo for Bradley Shelley

Bradley Shelley

CFP®, ChFC®, CMFA®

Financial Advisor

Learn more about Bradley Shelley Visit Bradley Shelley's website


Our team

Barbara A. Shelley

Administrative Assistant

Alex Herman

Paraplanner

Taylor Peddicord

Client Service Manager