Shelly Ransom is an Investment Advisor Representative at Northwest Asset Management, and a CERTIFIED FINANCIAL PLANNER™ practitioner. She provides financial planning services, designs, implements, and manages broadly diversified investment portfolios for her clients, and provides knowledgeable tax planning, tax return preparation, and e-filing services.
Shelly works with individuals and couples who are saving for, approaching, or are currently in retirement. She works with younger clients on creating a savings strategy, maximizing college funds through savings and FAFSA filings, and exploring options for handling student debt post graduation. She also works with small businesses on identifying cost effective retirement plan options, implementing asset allocation models within 401k plans, and providing an educational resources for small business owners and their employees.