Shelly Brandt

I have worked in financial services for more than 15 years.  From my humble beginning as a bank teller to my current partnership in the firm, I have learned many things along the way.  While I delight in simply meeting with clients, my greatest joy comes when we have helped them implement the appropriate strategies, tools, and products to reach their financial dreams and goals.   I currently hold insurance licenses in Michigan, Georgia, Illinois, Indiana, and Tennessee.