Shelley Lightfoot is a life-long financial and legal services professional with a unique combination of experience, passion, and creativity – which all lead to 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 with the Care to Know Family of Resources. Through 3 unique brands, Joe and Shelley educate wealth advisors, assist business owners to find “what’s next,” counsel families towards alignment, as well as protect families and their assets.