About Us
 

 

 

 

Professional, courteous, and independent on your behalf.


We realize in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness. Take a look at our profiles below to learn more about our advisors and staff professional experience, then when we meet you can get to know us.

Shelley L. Iverson

Financial Advisor


Shelley L. Iverson takes a comprehensive approach to her client’s investment picture and will listen to your individual concerns and goals and help you to formulate a plan to stay ahead of the 13 Wealth Management Issues.

Shelley personally serves women and their families in Michigan and Florida with their investment objectives. Utilizing the resources of Bank of New York/Pershing, Crump Insurance Agency as well as numerous professional asset management firms, she aligns a client’s investment program to their individual situation. Shelley takes pride in personally returning your phone call, never diverting her clients to support staff.

A 1989 graduate of Western Michigan University with a Bachelor of Science degree. Shelley became an independent advisor in 2005 after previously working at Merrill Lynch. She has been in the investment field for 20+ years.

 

 

Shelley enjoys running, golfing and martial arts. She is a member of San Juan Del Rio Catholic Church. She is an active alumnae member of Chi Omega Fraternity and Panhel.