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Shellie Urso

Shellie Urso

Office Manager

Shellie first entered the financial services industry over 40 years ago and has worked with Michael for over 20 years. In working with Michael, Shellie gained a deeper knowledge of both the tax and financial services industries, helping take the client experience to a new level. While Shellie is a jack of all trades, her background in secretarial work and entrepreneurship really lent a hand in how she runs this office. Shellie manages everything from administrative duties to assisting clients with preparing for upcoming meetings and follow-ups as it relates to both taxes and financial planning.

 To know Shellie, is to love her. She is vibrant, reliable, and really cares about the clients and the client experience. Clients know that they can call Shellie to get the answers to any questions they may have. If she does not have the answer, she will find it for you.

 In Shellie’s free time, she enjoys spending quality time with her family as well as traveling, knitting, and hosting parties. 

 With a family motto of all in, you will feel as though you are not only an extension of this family, but that Michael, Lauren, and Shellie are all in on helping you achieve what is important to you.