Shelly serves as a Retirement Plan Consultant for SageView Advisory Group based out of the Milwaukee, Wisconsin office. With over 20 years of industry experience, she is responsible for consulting with plan sponsors on the selection of vendor platforms, plan implementation decisions, plan administration and design changes, fee and design benchmarking, employee enrollment/education campaigns, investment monitoring and investment policy statement management.
Shelly is passionate about helping plan sponsors create and administer retirement plans that will allow their participants to be retirement ready. Her primary focus is on ERISA Corporate retirement plans, including 401(k), 403(b), ESOP and Defined Benefit Plans.
Shelly has been named as one of the Most Influential Advisors in Defined Contribution by The 401k Wire, and was recognized in 2015 by the National Association of Plan Advisors (NAPA) on their inaugural MVP list of Top Women Advisors. Every year since 2015, Shelly has been recognized by NAPA as a Top Women Advisor All-Star. These honors are based on NAPA’s nomination and qualification process, including voting by plan sponsor clients and industry peers.
Shelly earned a bachelor’s degree in Business Management from Ripon College. She holds the Qualified Plan Financial Consultant designation, FINRA Series 6 and 63 Registrations, as well as life, health, property and casualty insurance licenses. She is an active member of Wisconsin Retirement Plan Professionals, Ltd. and Women in Pensions Network, where she regularly speaks at local and national events.
*Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluations.