portrait of Shelly Egli
FINANCIAL ADVISOR

Shelly Egli

AAMS™
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Socially Conscious Investing
  • Divorce Finances
  • Insurance & Annuities

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Golfing
  • Spending Time with Family
  • Cycling
  • Volunteering
  • Personal Fitness

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 06:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 06:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Fax

(844) 812-2742

Branch Team

  • Megan McClure
    Branch Office Administrator

Office Address

1749 Mount Jefferson Ave
Woodburn, OR 97071opens in a new window

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