Shelly became Client Services Coordinator for Dave Estatico, and the New Alexandria office of Mosaic Wealth Consulting in 2008. Her strong people skills, and long career in customer relations, made her a prime candidate for this position. Shelly also assists in servicing our Employee Benefit* clients as needed. Shelly looks forward to meeting all of our clients, and is determined to make a lasting impression.
Shelly’s background includes 10 years as a Medical Massage Therapist, and client services coordinator in a Chiropractic office for 15 years before coming to Mosaic Wealth Consulting.
Shelly’s is very proud of her 3 children and is thrilled to spend time with her 2 grandchildren. Her interests include taking care of her family, working with crafts, coordinating social events, and spending time with friends.
“I love knowing my hard work helps out each client. The smile on our client’s faces as they walk through the doors and say hello always keeps my day bright.”
*Mosaic Employee Benefits is not an affiliate of Lincoln Financial Advisors Corp.