Shelly Dodge has 37 years of experience in the financial industry. She started her investment career in 1986 in the back-office operations of a brokerage firm. In 1990 she moved her focus to the Trust and Estate Planning area, where she gained extensive experience helping manage high-net-worth clients. With the variety of assets held in trust accounts—not only stocks and bonds but also Real Estate, oil and gas, and other forms of investment vehicles—Shelly broadened her knowledge in all the areas of asset management. In 2000 she changed her focus and headed up an investment area at a community bank. At that time, she deepened her knowledge of the world of investments and learned what it meant to put the customer first.
Shelly founded Visionary Financial Group to provide her clients with independent, objective financial advice.
Shelly’s vision is to help you understand your financial options and stay on track, even during difficult times. This is a long-term commitment to stay with you in the coming years. Helping clients understand what it takes to achieve their financial goals and helping them stay on track is one of her top priorities. She believes the best tool is a comprehensive plan that fits each client’s specific goals, and therefore, she creates personalized plans for each client she serves. She is dedicated to helping her clients achieve their vision for their financial future, and she continues to further her education to support her clients’ needs.
Shelly graduated from the University of Texas in Dallas, earning her Bachelor of Economics and Finance. She received her designation as a Certified Wealth Strategist® from Cannon Financial Institute. She has her Series 7, 63, and 65 licenses and her General Lines insurance license.
Shelly believes in volunteering in her community and church, and she is particularly proud of her fundraising efforts to benefit the homeless, especially homeless teens. She served on the Board of an organization that helps at-risk teens called Journey to Dream. She’s also served on the Flower Mound Chamber of Commerce Board in various positions, most recently as Chairman. She currently serves on the Cross Timbers Rotary Board and was President for the Rotary year 2021-2022.
3305 Long Prairie Rd
Suite 140
Flower Mound, TX 75022
915 Highland Pointe Dr.
Suite 150
Roseville, CA 95678
915 Highland Pointe Dr. Suite 150 Roseville, CA 95678; Office: 916-891-2557
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