Shelly Boomershine joined the MJ team as a plan operations manager and has since transitioned to the role of client executive, small business within the Retirement department. Shelly collaborates closely with the retirement advisors to ensure successful execution of their retirement and financial wellbeing strategy. As a client executive, Shelly oversees plan processes, conducts extensive plan document review, and provides operational support to the team.

Shelly’s invaluable contribution stems from her diverse experience, having worked at a Big 4 accounting firm, an insurance company, and a third-party administrator based in Indianapolis. Additionally, she has contributed to multiple local private wealth management firms. These varied experiences have honed her expertise, enabling her to provide customized solutions to the clients she serves.