Shelly Shipp is a Client Service Associate with Transform Wealth with over 10 years’ experience in the financial services industry. Before joining Transform Wealth, Shelly was Operations Manager for Rocky Mountain Wealth Advisory Group where she also earned her designation as a Paraplanner. Shelly’s attention to detail, extensive customer service experience and genuine concern for the client is what makes her position so rewarding and gives her the opportunity to give the best client experience possible. When not working, Shelly enjoys spending time with her two children and enjoying all that Colorado has to offer.
