Shelly Owens

Office Manager

Shelly Owens, a personable and outgoing individual with twenty one years of experience with the development of early-age childcare, has brought her ninja-like powers of organization and patience to the world of financial planning. She enjoys a good challenge and is looking forward to helping our clients in all they endeavor to achieve.

Shelly truly loves children and has two kids of her own, Peyton and Keaton. When she is not consumed by the mounting task of home and work life, she enjoys cooking, enjoying Montana’s glorious outside activities, and spending time with family and friends. No matter which hat she’s wearing, her goal is simple – live life to the fullest and surround yourself by people you enjoy.