Partner, Certified Public Accountant
After graduating from the University of Missouri in 1984 with her degree in Accounting, Shelly went to work in the industry with a small firm in Columbia. She’s been a Certified Public Accountant (CPA) and member of the Missouri Society of CPAs since 1985. In 2010, Shelly opened her own successful private practice, and while serving a wonderful group of clients for more than 10 years as a sole practitioner, Shelly saw first-hand the value of good communication and collaboration in her client’s financial lives. Her “big picture” consultative style led to her partnership with Travis Cook, owner and founder of Convergence Financial and Convergence Insurance, and the formation of Convergence Accounting in 2020.
In addition to her professional accomplishments, Shelly is equally proud of her personal ones. She and her husband Charles own a 500-acre farm in northern Missouri where they raised three beautiful and successful children—Ryan, Caroline and Kellen, with three grandchildren between them.