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Kelly Shelgren

Kelly Shelgren

Registered Representative & Investment Adviser Representative

Kelly has been around the financial services industry her entire life. Watching Steve build his business throughout her upbringing instilled in her the principles of hard work, creative problem solving, and loyalty crucial to success not only in life, but in maintaining the valuable relationships with lifetime clients she now strives to build as a financial planner.

Kelly joined Steve’s team in 2012, where she is now his Business Partner, servicing the incredibly diverse range of clients Steve has built relationships with over his 38 year career. Steve and Kelly work collaboratively, finding solutions to a broad spectrum of client challenges ranging from balanced portfolio construction and withdrawal strategies to college funding analysis and personalized retirement plans. 

Kelly earned her Bachelor of Business Administration degree in Finance at the University of Portland, with a double major in French Studies. She holds her General Securities (Series 7), Investment Advisor Representative (Series 66), General Securities Principal (Series 24) registrations, and WA State Life & Disability Insurance licenses.

A word from Kelly

“It never ceases to amaze me how wonderfully unique each client’s financial situation, needs, and goals are. With my clients I see posing pointed questions, listening intently, and observing your unique interplay of financial factors as my most important job. Running the numbers to get quantitative answers to your financial questions is straight forward. The most crucial part comes in drilling down with you so we are asking your right questions first.”