Shelley is a CERTIFIED FINANCIAL PLANNER™ professional whose passion is on helping professional women and their families, as well as small business owners, apply the same excellence to their personal finances that they employ every day in their job. She offers her clients sophisticated and comprehensive planning services, allowing her to address all their money-related concerns, including retirement accumulation and income, estate management, insurance, long-term care, college funding, philanthropy, and business succession. Securities offered through Lion Street Financial, LLC (LSF), member FINRA/SIPC. Investment Advisory services offered through Lion Street Advisors, LLC (LSA) and Csenge Advisory Group, registered investment advisors. Insurance offered through Financial Success Strategies, LLC, not affiliated with LSF or LSA. LSF and LSA are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.