Meet Shelley our Finance & Lending Advisor
With firsthand experience running her own businesses, Shelley knows the challenges business owners face — and how powerful the right advice can be. Her early curiosity about finance, shaped by growing up in a self-employed family, turned into a career built on helping others gain clarity, confidence, and control over their financial decisions.
Shelley’s real-world experience is the backbone of her approach. She understands that business plans don’t always follow a straight line, which is why she champions adaptive, in-step guidance that evolves alongside her clients. Whether it’s navigating growth, preparing for change, or facing tough calls, Shelley brings a calm, practical presence backed by deep financial insight.
As RightWay’s lead on finance and lending strategy, she combines technical expertise with a strong understanding of what it’s actually like to be in business. One of her go-to pieces of advice? Put aside 30% of everything you invoice — a simple habit that helps avoid cash flow stress and keeps things on track when tax time rolls around.
Shelley is proud of the development she’s seen — in herself, in her team, and in the clients she supports. From helping business owners reach major milestones to being a trusted voice during the messy middle, she’s in it for the long haul. Her impact is measured not just in numbers, but in the trust and referrals that come when business owners feel truly supported.
