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Shelly  Mathis

Shelly Mathis

Founder and Financial Advisor

I love walking through life with my clients whether it’s their first job, college, or career, planning for retirement, and seeing them live out their golden years.  I spent my early career working as a paralegal and eventually transitioned to working for a local CPA firm. It was there that I noticed many clients weren't aware of the tax implications of their investments, leading me to become passionate about incorporating tax planning into financial planning services which, in turn, inspired me to open my own firm to be able to provide support to my clients in all facets of their financial life.

It is my professional priority to build long-term relationships with my clients based on trust, care, and integrity. My " job" is so rewarding that it never feels like work. 

When I'm not working, you can find me spending time with my two beautiful granddaughters, cruising with my husband, or curling up with a hot cup of tea and a good book. I'm proud to call the Stanwood Camano community my home and I have been exploring the beautiful Pacific Northwest with my husband for over 39 years. We've had some fun adventures, including owning a gold claim in the mountains for a while and spending weekends and summers with the family digging for gold!