Shelly Grimm, LUTCF
Managing Member
My background: I have been working in financial services for 26 years. My most recent position was as a Wealth Management Consultant for a national firm called Saybrus Partners. Prior to that, I worked as a Regional Vice President at Prudential for eight years.
Throughout my career, I have worked with advisors and other professionals to help them expand the capabilities of their practices, retain and grow their businesses, and provide personalized life insurance solutions for their high-net-worth clients. I have spent a total of 20 years partnering with these professionals.
In the earlier stages of my career, I worked as a Financial Advisor. I had the honor of being a 4-time qualifier for the prestigious industry association known as the Million Dollar Round Table*.
My philosophy: I strive to collaborate closely with my clients, providing them with consultative support to achieve their financial goals. My areas of expertise include estate planning strategies, wealth transfer, protection goals, and addressing the unique needs of business owners. I firmly believe that trust is the foundation of any successful relationship, and I am committed to earning my clients' trust by always acting in their best interests.
A little something personal about me: I am the proud grandparent of two lovely grandchildren, Greyson and Addie Grace, and I always look forward to visiting them at their home in Nashville. I am a former student of Tulane University and resided in New Orleans for 39 years. Apart from spending time with my family, you can find me passionately cheering for my beloved Saints - I am still a season ticket holder even as a resident of Texas. Also, I hold a special place in my heart for LSU, as it stole my heart while I was living in Louisiana. My fiance’, Kris, graduated from Texas Tech, so we are a house-divided and are always excited about cheering for our teams during football, basketball, and baseball season. We both enjoy going on mountain getaways and hope to call the mountains home someday when I finally decide to retire and hang up the high heels.
*Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics.