Shea is a Retirement Income Certified Professional®, delivering personalized retirement solutions. She received her Certified Financial PlannerTM designation in February 2010. Shea’s approach as an advisor is to educate clients so that they fully understand their financial picture and help them make informed decisions to reach their goals. Her love of problem solving brings passion to her work when coming up with solutions but is in no way limited to abstract concepts as she is the resident handywoman in the office. Shea began her career in the financial industry in 2000 working for a major mutual fund company with many different roles in the operational side of the industry before joining The Financial Strategies Group, Inc. in 2007. She received her undergraduate degree from Valparaiso University and has her securities registrations and insurance licenses.
Shea was born and raised in Alabama (Roll Tide!) and resides in Northern Virginia with her husband and two dogs, now that her daughter is off to medical school. She enjoys travelling and spending time with family as well as knitting, sewing and making all kinds of things. Shea is also actively involved in professional networks including Sterling Women.