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Homewood Benefits
Distance: 4.7 Mi50 Forest Falls Dr
04096-1475 Yarmouth -
Acadia Benefits Inc
Distance: 6.1 Mi111 Commercial St
4101 Portland -
Runyon Kersteen & Ouellette
Distance: 9.2 Mi20 Long Creek Dr
4106 South Portland -
Common Census, Inc.
Distance: 9.3 Mi90 Bridge St Fl 1
04092 Westbrook -
Thornton & Associates
Distance: 11.6 Mi
4074 Scarborough
Description
Shelly brings over 20 years of experience in the insurance and financial services industry, including five years in the home office of a major insurance company. A fourth generation entrepreneur, she is personally familiar with the unique needs of closely-held and family firms. Shelly’s particular expertise is providing specialized solutions for the employee benefit and retirement plan needs of employers and their employees. Shelly’s approach is two–pronged: structuring benefit plans to meet the unique needs of business owners as well as protecting the financial well–being of the business’s greatest asset – its employees. Shelly graduated from Colby College as a Phi Beta Kappa member. She is a Chartered Life Underwriter, CERTIFIED FINANCIAL PLANNER™ professional, and is pursuing her Certified Employee Benefit Specialist designation through the Wharton School. Shelly is a member of the Maine Employee Benefits Council, Maine Association of Health Underwriters, Society for Human Resource Management, Society of Financial Service Professionals, and the Financial Planning Association. Certified Financial Planner Board of Standards Incorporated owns the certification marks CFP