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 and business owners get to the heart of highly relevant matters and resolve messes in the areas of: integrated tax, estate, and asset protection planning business continuity planning and family synergy counseling. The Founders Group helps successful business owners in conflict who desire a resolution, and a path forward.