“I admire Truepoint’s holistic integrated wealth management approach and the client-to-employee ratio. The culture and community engagement at Truepoint is a wonderful match to my personal beliefs and aspirations.”
Shelly joined Truepoint’s estate planning team where she drafts estate document summaries, prepares for client meetings and assists with collecting data to prepare and review estate documents and agreements. “I enjoy helping and connecting with clients and making sure that their estate plans, values, legacies and wishes will be carried out thoroughly.”
Shelly earned her bachelor’s degree from Indiana University and achieved the CERTIFIED FINANCIAL PLANNER™ designation. Shelly is also a Certified Trust and Financial Advisor (CTFA). Prior to joining Truepoint, she worked as a trust associate at U.S. Bank.
Outside of the office, Shelly enjoys running, bike riding, hiking, cooking and spending time with family. She and her husband live in Kenwood and are expecting their second child.