Shelli is President of Richardson Retirement Solutions, although her office is located in Lynchburg, Virginia, she has clients in many States. She began her career in the Financial Services industry in 1998 and in 2004 became an Independent Financial Advisor and President and Founder of Richardson Retirement Solutions.
Shelli is dedicated to provide unbiased investment advice that matches her clients’ retirement goals with suitable investments inside and outside the stock market. She realizes that helping her clients attain their goals is an ongoing process and lifelong relationship.
For 25 years, Shelli has helped pre-retirees and current retirees develop sustainable retirement solutions. Shelli’s commitment to her clients’ financial well-being enables her to successfully meet their planning needs while building lasting, meaningful relationships.
Shelli graduated from Concord University in 1985 with degrees in Business and Finance. With her extensive knowledge and experience, Shelli develops customized planning for her clients, while working with them personally to establish budgets and goals for a successful retirement.
Shelli has won many awards throughout her career such as, “Court of the Table” member of the Million Dollar Round Table, establishing herself as one of the top Financial Advisors in the Country. She is an Investment Adviser Representative and has her Series 65, Fiduciary Securities License. Shelli is a Licensed Insurance Agent in Virginia, Florida, Washington, North Carolina, and DE.
In her spare time, Shelli enjoys spending time with her partner Dave, three daughters, Keri, Sara, and Leah, her 5 grandchildren and her shipoo pup, Molly. She feels very blessed to have her children and grandchildren living in Lynchburg so she can be a part of their lives as much as possible.
Family come first in Shelli’s life and her three daughters have always been an inspiration to her. Now, she is loving this phase of her life with her grandchildren!
