Shelly has over 35 years experience in accounting and finance. She currently serves as the Chief Financial Officer of Allegiance Financial Group, Inc where her responsibilities include financial reporting, compliance and tax. Shelly is a graduate of the University of Minnesota, Carlson School of Management, with a degree in Business and Economics. She is also an Enrolled Agent, a federally authorized tax practitioner empowered by the US Dept. of Treasury. Shelly is also a registered social security analyst, trained to help people maximize their income from Social Security using specialized software.