Education Associate
East Region
SHELLY
BROCKMAN
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.
LEARN MORE
16
AGE I BEGAN
INVESTING
Denver Retreat 2022
Art and Mini Golf
Our entire company, an immersive art exhibition, and some modern mini golf. What could possibly go wrong?!
Denver Retreat 2022
Chopped
Ever wonder what it would look like if our company competed in a cooking competition? During our retreat in Denver, we did just that.
Education Station (E7)
Model Combinations, Firm CPR, Denver
The AE Team gets together in Denver to address misconceptions when evaluating managers, and having a process like Firm CPR to do so.
A Mile High and
an Inch Apart
The experience of our first company retreat was a shared one, each with our own “firsts” and favorite moments.
Education Station (E6)
Client, Portfolio, and Business Reviews
The Advisor Education Team makes three stops to discuss the importance of client, portfolio, and business reviews.
Education Station (E5) Team, Conference, and Advisor Client Events
The Education Team is back at Education Station to discuss the events we have on the books for 2022, and hosting engaging client events.
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%
- paddle boarding 95%
- running 75%
CONNECT WITH ME!
DM < EMAIL
@SHELLYBROCKMAN