I originally joined Edward Jones as a branch office administrator in 2012. To help clients more directly, I became a financial advisor in 2018.
The journey with my clients begins with a conversation. I start by getting to know them and understand their financial hopes, dreams and values. Then, using an established process, I build customized financial strategies that are tailored for their unique goals. Once implemented, I partner with my clients to help keep them on track as we navigate life together. To ensure that they have the best possible information, I coordinate with their CPAs, attorneys and life insurance professionals, always respecting confidentiality.
I am proud to serve a variety of clients, with goals ranging from saving for education expenses to transitioning retirement accounts to living a comfortable retirement. I regularly work with multi-generational families to develop strategies of wealth transfer. I have clients with diverse needs, from small business owners to members of the Public Employee Retirement System (PERS).
I am a dedicated financial partner and love collaborating with my clients through ups and downs, keeping the focus on the important things in their lives. I find my role endlessly rewarding, especially when I get to share in the joy of my clients’ successes.
My husband, Joe, and I are long-time residents of the Willamette Valley (Keizer). I enjoy golf, cycling, CrossFit and, when it’s cold outside, quilting and reading. I served in the Navy for four years, during Operation Desert Storm. I am active in my community, serving on the board of directors of the Woodburn Area Chamber of Commerce, as a board member of the French Prairie Historical Society (Settlemier House) and as a member and former president of the Keizer Rotary Club.
I would love to talk with you! Call the office today to start your journey.
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Socially Conscious Investing
- Divorce Finances
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Personal Fitness
Phone NumberShelly Egli at (503) 980-1371
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