As a life-long financial and legal services professional, Shelley’s unique combination of experience, passion, and creativity are an excellent contribution for her objective of helping wealth advisors provide comprehensive solutions for success families and business owners with a focus on transition planning. Since early 2009, Shelley has enjoyed her role as the Chief Operations Officer and Partner at The Southern California Institute, Strazzeri Mancini LLP, and The Founders Group. With over 25 years of experience, Shelley often educates advisors and business owners from all disciplines through SCI programs and speaking engagements at affiliated organizations such as Dunham & Associates, Best Practices of America, Society of Financial Services Professionals, WealthCounsel and ElderCounsel, Bank of America, UBS Financial Services, Exit Planning Institute, Financial Planning Association, Fiduciary Attorney Summit, The Center for Tax Strategies and Resources, and more.