Capstone Financial Group - AIC
Daniel Shelly is an accomplished financial professional with extensive experience in the finance and accounting sectors. Currently serving as a Financial Representative at Capstone Financial Group since October 2016, Daniel contributes to a team dedicated to providing effective financial solutions for individuals, families, and small businesses. Prior to this role, Daniel worked at Heritage Community Credit Union in various accounting positions from July 2013 to October 2016, and held the position of Job Foreman at Cascading Falls Inc. from May 2012 to July 2013. Daniel holds a Bachelor's degree in Accounting from Colorado State University Global and an Associate of Science in Accounting and Business Administration from Sierra College, enhancing a strong academic foundation in finance.
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