Shelly Bernhard, MBA

Education

• BBA from University of Houston – Victoria
• MBA from University of Houston – Victoria

Shelly is an Assistant Tax Manager and Family Services Manager who has been with the firm for over ten years.  Her area of practice includes tax return preparation, payroll, financial statement review and analysis, and day to day responsibilities of organizing and managing requirements associated with Family Office clients.

She was vice president of communications for the Victoria Professional Express Network, a chapter of the American Business Women’s Network and currently serves on the Board of Perpetual Help Home.  She also is a mentor through the Victoria Business and Education Coalition.

Shelly and her husband enjoy being outdoors and watching their two children play soccer and baseball.