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, including those that need wealth transfer considerations. I enjoy the challenge of using advanced planning strategies which often involve organized collaboration with CPAs and attorneys. Registered 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.
Early in my career, I earned the professional certifications of CFP®, CLU®, ChFC® and AAMS™ in order to best serve my clients. Through this service, I earned Shook Research's Top Wealth Advisor Moms ranking (Source: WorkingMother.com-Oct. 2021). In 2021 and 2022, I was awarded the Forbes Top Next-Gen Wealth Advisor Award (Source: Forbes.com-Sept. 2021, Aug. 2022), ranking #1 in Iowa in 2022. In 2022, Forbes named me to their list of America's Top Women Wealth Advisors, ranking #6 in Iowa (Source: Forbes.com-Feb 2022) and #37 in Iowa across all Wealth Advisors (Source: Forbes.com-April 2022). It has been an honor to be recognized for my dedication to serving both my clients and family.
In addition to serving my clients and family, I have a deep passion for serving my firm and community. I am one of less than 700 general partners in our firm because of my role in leading branch offices in IA, SD and NE. I also love our hometown and enjoy volunteering locally, including being a deacon of youth ministry and president of the CHS Foundation.
My husband, Sean, and I have three daughters, Tenley, Teagan and Tristyn. In my free time, I enjoy reading, fitness, travel and most importantly, spending time with my family, my greatest blessing.
Please reach out to me if you would like to partner together. My team and I would be honored to serve you.
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- College Savings
- Entrepreneurs & Business Owners
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Personal Fitness
- Sports Enthusiast
Office Address704 Monterey Drive
Carroll, IA 51401 opens in a new window
Mailing AddressPo Box 624
Carroll, IA 51401
Phone NumberShellie L Haluska at (712) 792-6520
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