Meet Shirley


Shirley Johnson excels at coordinating our client events, corralling and organizing all the detailed work required to deliver memorable experiences. She also handles our appointment scheduling and general client service work. Her over 25 years’ experience in bookkeeping and financial services makes her a great asset to our team.

Shirley is an adventurer, a traveler, and all-around outdoorswoman, at least when she’s not visiting and spoiling her 5 grandchildren.


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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.