Our team
Professional, courteous, and independent on your behalf.
We realize in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness.
Take a look at our profiles below to learn more about our advisor's and staff professional experience, then when we meet you can get to know us.
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Shelley L. Iverson
Financial Advisor
Shelley L. Iverson takes a comprehensive approach to her clients investment picture and her deeply held principal is the client comes first. She will listen to your individual concerns and goals and help you to formulate a plan. Shelley serves clients in both the lower Michigan and Southwest Florida regions with their investment objectives. A 1989 graduate of Western Michigan University with a Bachelor of Science degree, she joined IA in 2005 from Merrill Lynch and became a partner in 2007. Shelley enjoys running and golfing and is a member of St. Leo's Catholic church.
