Karen L. Shelly

"I am excited to work for an organization that is so focused on building long-term, trusting relationships with clients."

Karen has been an integral part of RFG since the company’s founding more than 30 years ago. She uses technology and human resources to provide our financial planning professionals with all of the necessary tools to deliver the highest level of customer service. She also serves as the primary interface between our firm and our clients, making certain that client requests and inquiries are addressed promptly.

Karen lives in Victor and has a son, a daughter, and a grandson. She enjoys traveling and spending time with her family and friends.