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 in 3 unique brands: The Southern California Institute is a Thought Leader Community providing resources, education, and advice via collaborative think tanks, events, programs, online content, and introductions. Strazzeri Mancini LLP helps affluent families get to the heart of highly relevant matters and resolve messes in the areas of integrated tax and estate planning, business succession, and family governance counseling. The Founders Group leads business owners through all phases of transition where increased clarity, net cash flow, and market value expands and solidifies choices for business transition: if, when, how, how much, and to whom. Previous Positions Shelley has been engaged in the financial services industry since 1986; having held various executive management positions including Vice President of Investments, Compliance Officer, Operations Manager, Sr. Management Consultant, and Business Development Manager. Born and raised in Kansas City, MO (most recently Overland Park KS), Shelley moved to the San Diego area in 2007 while employed with Banc of America, Inc. During her 5-year tenure with BofA, Shelley was second in command of 80 branch locations with 112 employees; extending her industry experience to virtually all areas of financial services, including branch management, regulatory compliance audits, sales supervision, business plan coaching, operational efficiency and national policy review. In addition, Shelley has also successfully provided independent compliance and management consulting for financial advisors and broker dealers. Education / Accreditation Although they are no longer active, Shelley has obtained a number of securities licenses over the years (series 7, 8, 63, and 65); has a bachelor’s degree in management; and is a Certified Exit Planning Advisor (CEPA). Educator 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. Personal Originally from Kansas City, Shelley and her fiancé, Kent, are loving life in San Diego. Combined they have 5 children ranging from 17 to 37 years of age. In her free time Shelley enjoys yoga, entertaining, decorating, reading, going to the beach/pool, and hanging out with friends (and dogs)!