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
The debut of our Education Team’s podcast comes with the launch of Insight by Potomac, a consolidated information and diligence database.
The Potomac OGs share what’s next in Investments, Marketing, Education, and Operations for a growing RIA and TAMP.
The true people’s couch is the Potomac Couch. The ultimate recommendation show for Financial Advisors.
Lessons from Crush It!: Why NOW Is the Time to Cash In on Your Passion, the legendary book from Gary Vaynerchuk.
Potomac Fund Management’s TAMP, the Union UMA, now features a dynamic financial planning tool available for both desktop and mobile.
Potomac Fund Management continues to cross milestones as they double down on evolving the advisor experience.
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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