Shelly Tomasch

Hello, My Name is Shelly Tomasch. I have been in the Financial Industry for 20+ years. I am immensely blessed to have been mentored and have collaborated with many advisors who are life members of MDRT and TOT as well as many other organizations. I have been involved in the planning as well as the challenges and opportunities of high-net-worth clients. I’ve learned how to help alleviate their concerns by using the best practices that I have learned from advisors that have been in business for 40+ years. I have learned the importance of planning first hand by experiencing the difficulties of being a single, divorced Mom of a special needs child and all the challenges that come with it. Our goal is to make a difference in your life and help you fulfill your purpose using our expertise and resources.