Our Mission and Team
Our Mission
The Mission of Fiscal Fitness is to deliver back office support services for independent Investment Advisors at a level of quality and value that surpasses what they could do for themselves, in a way that fundamentally enhances their success.
Team
The Fiscal Fitness team is made up of high caliber, experienced professionals, who understand the vital role they play in their client’s success.
Linda Shelby
President and Lead Consultant
Linda has worked in the Financial Services Industry since 1991. Working for an Investment Advisory firm in La Jolla, CA, Linda was given the responsibility of implementing and administering PortfolioCenter (then known as Centerpiece). Five years later Linda founded Fiscal Fitness in order to provide on-site training to Investment Advisors and their staff. Fiscal Fitness has since expanded their service offerings and Linda serves as the Lead Consultant.
Sheri Christensen
Account Manager, Seattle, WA.
Sheri started her career in the Financial Services Industry in 1998 working as a DTCC and Operations Specialist for Russell Investment Group. Sheri then continued in the industry working with an Independent Advisory firm where she served as Operations Manager and Chief Compliance Officer. As Operations Manager, Sheri was responsible for implementation and administration of PortfolioCenter. Sheri joined the Fiscal Fitness team in June 2008 and now enjoys working with many Independent Advisors.
Ann Elliott
Account Manager, Boston, MA
Ann joined Fiscal Fitness in January 2007. Prior to working with Fiscal Fitness, Ann worked for 30+ years as a dedicated Customer Service professional in the Manufacturing Service Industry. Ann thrived in this fast paced, ever-changing, and demanding business and her experience included domestic as well as foreign logistics. Outstanding, world-class customer service and attention to detail have always been Ann’s priority and focus. Now clients of Fiscal Fitness enjoy that same level of customer service and attention to detail.
|
