Shelly joined Baird in 2018 and most recently served on the Wealth Planning team before becoming part of The Bennett Carius Porter Group in 2025. Her experience across previous roles at Baird deepened her passion for helping clients achieve their financial goals through comprehensive planning. She holds the FINRA Series 7 and 66 licenses and is a CERTIFIED FINANCIAL PLANNER® professional.
A native of Palm Beach Gardens, Florida, Shelly moved to Kentucky to attend the University of Louisville College of Business, where she earned a Bachelor of Science in Business Administration and competed on the Equestrian Team. Outside the office, she enjoys horseback riding, running, hiking, traveling, and spending time with friends and family.