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 times of transition, such as retirement or receiving an inheritance. Many of my clients are multigenerational families that benefit from advanced wealth transfer strategies. I enjoy the challenge of developing complex, high net worth strategies which often require organized collaboration with CPAs and attorneys. Licensed in several states, I am able to serve clients and their loved ones 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 lasting positive impact in my home community.

Early in my career, I earned the professional designations of CFP®, CLU®, AAMS® and ChFC® in an effort to best serve my customers. I have attended the Barron's Women Advisor Summit for the last two years. This represents the nation's top women financial advisors. 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, lifting/running, travel and most importantly, spending time with my family.

If you are interested in learning how my team can help, please call my office today.