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Shelly Staats

Shelly Staats

Client Liasion

I am a 25 year industry veteran that enjoys getting to know clients personally and developing authentic relationships that help us understand your financial goals. As a Client Liaison, I can assist with all facets of your administrative needs. I currently hold my Series 7 and Series 66 licenses.  
I have been married to my husband for 22 years and we have lived on an acreage in Arlington for the past 9 years. We have 3 children, ages 19, 16 and 11 and have many pets. 
Outside of work, I enjoy camping, fishing, photography, cooking, traveling and listening to live music.  You'll also find me volunteering in our local community with 4-H, Arlington Post Prom Committee and with Arlington Youth Sports on various Boards and Committees.