Shelly is a retirement plan expert with over 27 years of experience devoted solely to working in retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits, private and public corporations in focused areas such as, fiduciary governance, plan design, investment consulting, compliance, employee education and communication. Shelly leads the team in Atlanta, G.A. and Washington, D.C. and works with clients all over the U.S. and Canada. Shelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a 2024, Top 100 Retirement Plan Advisor by PLANSPONSOR and a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. Shelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial Planning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses, as well as Life, Annuities and Long-Term Care insurance licenses. PLANADVISER is pleased to reveal the 2024 PLANADVISER Top Retirement Plan Advisers. Each year PLANADVISER magazine recognizes the top quantitative standouts from our Retirement Plan Adviser Survey according to the dollar value of qualified plan AUA as well as the number of plans under advisement. The National Association of Plan Advisors, a branch of the American Retirement Association, has put out a list of women advisors who are making significant contributions to a male-dominated profession. The list includes 3 categories of advisors, all chosen based on qualitative and quantitative responses related to their retirement plan practice and their experience throughout their career in the industry. The three categories include: Captains: All-stars who happen to be principals, owners, or team captains of their organizations. All-Stars: Top producers who have their own practice. Rising Stars: Top producers who have less than five years of experience with retirement plans as a Financial Advisor (some have been working with plans longer, but not as a plan advisor).