Phipps, Shelly L

Shelly L. Phipps

Administrative specialist

Shelly is an Administrative Specialist with SSB. She provides administrative support and performs administrative tasks for all team members of the firm, including typing and proofreading client financial statements and other client documents for final presentation. She delivers a high level of professional courtesy to SSB clients.

News & Updates


4 min read

Time to Check Your Beneficiary Designations

For 2022, the federal estate tax exemption is $12.06 million (effectively $24.12 million for a married couple). With...

3 min read

401(k) Loans: Yay or Nay?

In today’s tough economy, you may find yourself struggling to cover your day-to-day expenses. But rising interest rates...

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