I focus my practice on risk and tax-reduction strategies to help my clients create lifetime income and a family legacy. Using individualized strategies, I enjoy seeing my clients progress from their first meeting through retirement. I also believe that life insurance is the cornerstone to a good financial plan. She also says it is just the beginning of a good financial plan & have 25 years of experience in the industry.
Prior to joining Empire Financial Advisors, Shelley helped families and business owners pursue their financial goals at NPA Financial, LLC. She holds the 6 and 63 security registrations with LPL Financial and is licensed in New York, Virginia, Florida and Texas for life and health insurance with the Life Underwriter Training Council Fellow (LUTCF) designation.
I am actively involved with the Saratoga County Chamber of Commerce, sit on the Cazenovia College Alumni Board. Originally from Roxbury, New York, Shelley has been a Clifton Park resident for more than 20 years.