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 twenty 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.
Shelly and her husband enjoy being outdoors are involved with their two children in various sports and 4-H projects.