XYPN
Shelley Laakso is a Finance Manager at XY Planning Network, where Shelley has been working since May 2021. Prior to that, Shelley was an Accountant at the Museum of the Rockies from April 2019 to May 2021. Shelley holds a Bachelor of Science degree in Accounting from Western Governors University and three Bachelor of Arts degrees in History from Whitworth College.
XYPN
XYPN makes it possible. XYPN is the only turnkey advice and planning platform that makes it possible for fee-for-service financial advisors to build the independent firm of their dreams with complete autonomy. We do this through ongoing advocacy and access to education and training, curated technology, compliance support, community, and back-office and client support services.