If Marks Group is a well-oiled machine, then Shelly is our mechanic. With more than 30 years of experience in the finance industry, Shelly manages the firm’s administrative duties while handling more than her share of daily client requests. When something needs to be done fast and done right, Shelly is almost always involved. She’s the keeper of our RMD spreadsheet and the primary liaison between Marks Group and our support team at LPL Financial.
Shelly tries her best to relax at her new home in St. Michael, but spends as much time as possible with her three children and two granddaughters. She’s also an active member at Lord of Life church in Maple Grove. When it’s time to let loose, rumor has it Shelly has cut some rugs swing dancing to 50’s and 60’s music on Friday nights at the Medina Entertainment Center. You’re welcome to attend, but good luck keeping up.
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