Shellie L Haluska

My position as a financial advisor gives me the privilege of witnessing generations of my clients and their families go to college, save for travel, enjoy their hobbies, protect and transfer their wealth, or retire with dignity. Experiencing those successes inspires me to serve my clients every day.

I wholeheartedly dedicate myself to helping my clients achieve their definition of financial success. I partner with clients during important financial milestones and times of transition. Many of my clients are multigenerational families faced with a need for wealth transfer considerations. I enjoy the challenge of developing customized and advanced planning strategies which often involve organized collaboration with CPAs and attorneys. Licensed in a variety of states, I am able to serve clients nationwide.

I attended Iowa State University to earn a bachelor's degree in accounting in 2009 and graduated summa cum laude. I graduated with my master's degree in 2010. During college, I also played on the ISU Women's Basketball Team before returning to my roots in Carroll. I am a hometown girl who wants to make a positive impact not only in my community, but across the country.

Early in my career, I earned the professional designations of CFP®, CLU®, AAMS® and ChFC® . I was invited to the Barron's Women Advisor Summit for the last two years. In 2021, I was awarded the Forbes Top Next-Gen Wealth Advisor Award, a list that honors the top 500 advisors nationwide born after 1982. In addition, I am one of less than 600 general partners in our firm because of my role in leading 58 branch offices in IA, SD and NE.

My husband, Sean, and I have three daughters, Tenley, Teagan and Tristyn. I serve in a variety of volunteer roles, including being president of CCSD's Academic Foundation. In my free time, I enjoy reading, fitness, travel and most importantly, spending time with my family.

Please reach out to myself or my team if you would like to explore partnering together.