Shelly has a special talent for simplifying technical estate documents and helping clients craft plans that reflect their values and goals. By getting to know clients personally, Shelly can learn how they want their assets passed on, make sure their assets are sufficiently protected, and facilitate positive relationships among family members. She wants Truepoint clients to feel confident that everything they worked so hard for will be distributed according to their wishes.
Current role
Real Estate Associate at Denholtz Properties
Licensed Real Estate Associate Broker/realtor® at REMAX City
Real Estate Associate at Real Estate Professionals Inc.
Real Estate Associate at Eisner, LLP
Real Estate Associate at Manhattan West Asset Management
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