Shelly joined Trust Company in 2017 as a Client Services Officer and now serves as a Tax Associate in our Charlotte office. She works closely with the tax team to prepare federal and state income tax returns for individuals, estates, trusts, partnerships, and S Corporations.
A native of Raleigh, Shelly moved to Charlotte to attend Queens University and graduated with a B.S. in Business Administration in 2019. She enjoys traveling, spending time outdoors with her dog, and exploring new restaurants in her spare time.