Shirley’s two decades in the financial services industry serves to strengthen her role as a Relationship Manager. She offers support to our advisors and clients through special projects, meeting prep, client issue resolution, and following the firm’s standard to provide a welcoming environment for everyone. Before becoming involved in the financial world, Shirley worked for many years as an administrative assistant and/or bookkeeper for several firms in the Columbus area. Through those experiences, she learned to focus on building relationships along with client success and satisfaction. Outside the office, Shirley enjoys spending time with family and friends, watching OSU and high school football games. She also loves to travel, especially on cruises. She and her husband, David, live in the Johnstown, OH area and have two grown children and two grandchildren.