At the center of everything we do is the wonderful people we work with. We believe that investments and financial planning should be personalized for your life and your goals. As John Lennon once said, "A dream you dream alone is only a dream. A dream you dream together is reality."
No matter what life has in store, Shelgren Financial will be your side to offer support and guidance as you build your dream. We consider it our privilege to map it out and share a few laughs along the way.
Senior Associate and Financial Advisor
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Receptionist and Operations Associate
We feel strongly about making our community a better place. We actively seek out local organizations to support.
In 2018 we started recognizing a Focus Charitable Organization, with the intent to raise awareness for a local non-profit. Each year a member of our team selects a special organization that matters to them. Throughout the year we participate in targeted activities and contribute small amounts that add up big. We work closely with the Forst Foundation for matching contributions to maximize our annual gift.
Here are just a few we hold near and dear to our hearts...