Shellie Grabau

One of my favorite things about my job is that I get the privilege of sharing in my client's successes, travels and hobbies. I love seeing pictures of them enjoying their passions because I have helped each personally manage their financial picture. Working alongside my clients, I help them achieve their definition of financial success.

I believe it is important to invest my time to thoroughly understand what my clients are working toward before they invest their money. Using an established process, I build personalized financial strategies for my clients designed to help them achieve their unique goals. I maintain regular...