Shelly Lyn Rostosky
Chief Financial Officer

Shelly Lyn Rostosky has over 15 years of diversified experience in the financial services industry.  She has spent most of her career advising corporate executives, closely-held business owners, and other high-net worth individuals on developing and implementing their complex estate, tax, retirement, and investment plans.

Ms. Rostosky received a B.A. degree in Mathematics from Bryn Mawr College.  She graduated #1 and received the prestigious Norman T. Shepard Award for Outstanding Academic Achievement at the New England School of Banking Trust Program at Williams College.