Executive Assistant & Client Concierge
Shelly has been a member of Covenant Wealth Strategies since 2015 and has her Series 6 and 63 licenses. (Held with LPL Financial)
Shelly has many years of experience in the client management field in the Delaware area. At Covenant, Shelly serves as an Executive Assistant and Client Concierge. Shelly is responsible for scheduling client meetings and phone conferences for our advisors, as well as preparing important LPL documentation and special projects for the benefit of our clients. She has a welcoming smile for anyone who walks in our doors and a pleasant voice greeting anyone who calls.
Additionally, Shelly is a certified aquatic fitness instructor and has been on staff at a local health club for over thirty-nine years. Shelly has been active in the Delaware Breast Cancer Coalition and the Susan G. Komen 3-day effort to find a cure for breast cancer.
Shelly lives in the Pike Creek area with her husband of 43 years, Pete. She enjoys Sunday dinners with her family, their beach house in Lewes, long walks, as well as reading and traveling.