Associate / East Region
A quirky blend of analytic and creative, shoe obsessed, non-fiction book nerd. Shelly loves her morning routine of yoga, coffee and cuddles with her kiddos.
AGE I BEGAN
Let’s dig back into your memory, to that statistics class that you took, and you will find that there is a way to define or quantify extended.
Here are some key questions financial advisors should ask about the OCIO functionality and how it can impact their advisory business.
After increasing demand from RIAs, large OSJs, and TAMPs, we’re launching our newest product offering, OCIO by Potomac.
Let’s dig into exactly what an inverted yield curve means, the implications for market losses, and if you should start to batten down the hatches.
While many investors have been told they should invest in them, not many understand why they may or may not be a good fit for their situation.
The 200-day moving average has stood the test of time and market lore as one of the most popular indicators on several charting platforms.
Shelly Brockman is a connector, educator and community builder with a passion for strategy. She focuses on creating the optimal experience for each advisor relationship and being a champion for their goals.
Life Philosophy: Success is not a universal definition.
- horseback riding 80% 80%
- paddle boarding 95% 95%
- running 75% 75%
CONNECT WITH ME!
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