Shelley M. Moffatt AAMS™
I am fortunate to serve the communities in which I live and work with a practice that has been built through referrals from clients, friends, and family members. In my practice, I work to find out what is important to you and partner with you to help build your knowledge and financial acumen, along with your wealth and financial strategies.
I have a disciplined approach to support our clients as they accomplish their goals: retirement, wealth transfer, educating children and grandchildren, philanthropy, investment, unexpected events, and cash management. When working with my team at Madison Partners, clients can expect professionalism, a high level of customer service, follow-through, accuracy, and personalized care.
Family is important to me. I am married and we share four children, four grandchildren and a rescue dog. I also believe in giving back and volunteering in our community, I am in my 17th year as a Rotarian, currently serving on the board of the Rotary Club of Kent, WA, and as a past president of the Rotary Club of Waunakee, WI.
I would love to learn about you, your family, and your financial situation. Please, stop by the office or give us a call. I look forward to hearing from you
I am accepting new clients who are comfortable with transparency and are serious about building their wealth.