Meet Shelley

 

Shelley joined Diamond Wealth in 2021 as a Client Services Associate. She works directly with the advisors in their preparation of client meetings and financial plans. She also helps coordinate and manage the workflows to see that the Diamond Client Experience is upheld. Shelley joins our team with a decade of experience in the financial services industry.

Outside of work, Shelley loves to travel and spend time with her family.

Favorite quote:

"The happiness of your life depends on the quality of your thoughts.” Marcus Aurelius

Favorite book:

Option B

What motivates you:

Making my daughters happy and safe

Favorite holiday:

Christmas

Biggest accomplishment:

Always in progress