Shelia delivers a high-quality level of operational service to our clients. She is always helpful and highly knowledgeable. Her ongoing priority is to build strong and trusting relationships with our clients and to ensure they enjoy an extraordinary client experience.

Shelia’s duties also include daily account maintenance, monitoring daily cash flow and incoming funds as well as marketing and business management.

Before joining the team in 2020, Shelia was in Nonprofit, Grant, and Loan Fund Management for 9 years.

She grew up in the Bay Area of California but lived in Colorado for over 30 years before moving to Garden City. She is married and all her children are grown. Shelia has twelve awesome grandchildren.

In Shelia’s free time, she enjoys water sports, golfing, gardening, and spending time with her grandchildren.