Shelley joined Hackett Wealth Management in January 2022 as a Client Service Specialist. With more than 27 years of experience in the financial services industry, she brings extensive knowledge and a strong client-first approach to the team. She also maintains her FINRA Series 6 registration.
In her role, Shelley supports all aspects of the practice’s operations, including scheduling meetings, preparing paperwork for new accounts, handling client service requests, and assisting with a variety of other daily needs to ensure the office runs smoothly.
Outside of work, Shelley enjoys channeling her creativity into a side gig that involves making and selling personalized ornaments at local craft shows throughout central Ohio. She and her husband cherish time with their three grandchildren, as well as with their adult children and their spouses.