Shelley Funke Frommeyer

CMFC, CFP®

Founder & CEO, Wealth Advisor

“I am passionate about living and working in the thriving community of Northern Kentucky / Greater Cincinnati. My husband Rich and I are role modeling to our children and grandchildren the importance of being involved and making an impact in our communities.”

Shelley is very proud of being the sixth of 12 children raised on a 300-acre farm in the Licking River Valley of Kentucky. She achieved her Bachelor of Business Administration from the University of Kentucky with minor in Finance. She has worked as a Financial Advisor since 2005. She successfully completed the rigorous requirements to be a CERTIFIED FINANCIAL PLANNER™ professional and has maintained this designation since 2012.

According to Shelley, success is: “cheerful, appreciative clients giving handshakes and hugs at meetings and introducing me to their friends at weddings, golf gatherings and backyard BBQs! I treasure the positive connections I am making in my family and community.”


Getting to Know Shelley

  • Favorite food: Spicey Paleo meat and vegetables
  • Best piece of financial advice received: save by ‘paying yourself first’
  • Favorite quote: “Ask and you shall receive” -God
  • If you could meet anyone, past or present, it would be: Helen Keller

Schedule an Appointment with Shelley