Shelly Squier enjoys working with individuals, families and businesses on a variety of financial services while specializing in comprehensive financial consulting, wealth accumulation, education strategies, and asset allocation risk management. Shelly holds the FINRA Registrations of Series 7 and 66 and is licensed by the State of Wisconsin for life, health and accident Insurance. Shelly has earned the designations for LUTCF (Life Underwriters Training Council Fellow) and CLTC (Certification in Long Term Care).
Shelly is an active member of the Oshkosh Boat Club and volunteers at the Oshkosh Senior Center and the Thompson Community Center with the Conference on Aging. She is also a DNR Certified Boater Safety Instructor and has worked with ACS’s Making Strides Against Breast Cancer of the Fox Valley Walk in Oshkosh since 2005 to raise money for research.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies