Shelly Ransom, CFP®
Investment Advisor Representative
Operations Manager & Senior CSA
Shelly has worked in the financial services industry since 2004. She was an investment advisor representative for Evergreen Asset Management for 12 years, providing portfolio management and comprehensive planning for individuals, families, and small businesses. She also served as the Chief Compliance Officer and managed trading and operations. She joined Northwest Asset Management in 2016 as a Client Services Associate and Independent Investment Advisor Representative.
Shelly holds the Certified Financial Planner (CFP®) certification. She has also taken the Series 65 Uniform Investment Adviser Law Exam which is designed to qualify candidates as investment advisor representatives. She graduated from Concordia University with a B.A. degree in Management and Communication, followed by a graduate certificate in Personal Financial Planning from UCLA. Her interests include serving as a volunteer for Soroptimist International of Port Orchard, reading, and traveling with her husband.