Shirley is dedicated to helping provide valuable support to our financial advisors and our clients. She is committed to ensuring clients receive timely responses to each of their requests.
She assists clients with check, wire and money movement requests, address changes, and all things related to their accounts, including processing account updates.
Before joining our team in January 2025, Shirley was an administrative assistant at Wells Fargo, and she has over 20 years’ experience in the administrative field.
Shirley is originally from Wisconsin and lives in Conway, Arkansas with her husband, Dennis; two adult children, Jason and Danielle; and her four grandchildren, Bayleigh, Peyton, Aubree and Brantlee. When not in the office, she enjoys spending time with her family and enjoys many outdoor activities.