Insurance Strategies, Investment Strategies (Reg. Reps Only)
Shelley is the General Agent of MassMutual Great Lakes. A lifelong Michigan resident, she graduated from Michigan State University in 1982 after studying business and accounting. She chose to build a career in the financial services industry over three decades ago after realizing it gave her the ability to help thousands of Michigan men and women realize their financial dreams.
Shelley made the decision to accept the leadership role at MassMutual Michigan Metro in 2010 and is one of a select few females in the industry to hold a similar position. She believes her street experience as an advisor for more than a quarter century gives her the understanding and credibility to teach new advisors joining the business as well as help veteran financial professionals launch to a higher level.
During Shelley’s time at MassMutual, she has focused on helping Michigan families and businesses succeed. All the while, she has managed to rack up numerous honors and associations including being a member of the Million Dollar Round Table for over 25 years. She is a Licensed Insurance Counselor, Chartered Life Underwriter and Chartered Financial Consultant, multiple time recipient of the Southeast Michigan GAMA Agent of the Year Award, the first woman to hold the presidency of MassMutual Agent’s Association and the third woman to qualify for MassMutual’s Exceptional Level of In-Force, which many liken to MassMutual Producer’s Hall of Fame.
Considering her vast knowledge of business continuity planning, tax reduction strategies, investment planning and estate planning, Shelley has also become an internationally sought-after speaker with audiences that have ranged from 50 to over 10,000. She has spoken for various insurance companies as well as The American College and The Million Dollar Round Table Main Platform. Understanding the business from the inside has helped her understand how to deal with success and failure. Experience is often the best teacher and Shelley has plenty, both good and bad, that she shares.
Shelley’s professional goal is to have as great an impact as possible, on as many people as possible.
She and her husband Dennis have three children: Amelia, a board-certified critical care physician and trauma surgeon; Anthony, an MBA who is an Investment Advisor Representative with MassMutual Great Lakes and an integral part of the management team; and Andrew, who is a physician at the Cleveland Clinic.
Check the background of this investment professional on FINRA's BrokerCheck
Michigan State University Bachelor of Science in Merchandising Management
Life Member of the Million Dollar Round Table
ALS of Michigan Supporter