JL Smith | Holistic Wealth Management
Shelly Spieth is currently the Director of first impressions at JL Smith | Wealth & Tax Planning. Prior to that, Shelly was the Manager at Cara's Boutique from 2016 to present. Before that, Shelly held the same position at Nicole Kay's Boutique from 2009 to 2016. Shelly Spieth is a graduate of The Ohio State University.
JL Smith | Holistic Wealth Management
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by providing sound financial information. Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does. Financial planning and investment advisory services are offered through Prosperity Capital Advisors (PCA) an SEC-registered investment advisor. For more information, please visit www.adviserinfo.sec.gov.