Shelley Lightfoot, Partner

Current
As Executive Director for the Southern California Institute (SCI), Shelley is responsible for providing resources, education, and advice for successful families and business owners as well as the collaborative advisors they work with. SCI offers 10 high-quality, collaborative, educational, and informational partnering programs. Shelley’s unique combination of experience, passion, and creativity are an excellent contribution for SCI’s objective of helping wealth advisors attract and engage clients through collaborative efforts with other advisors.

Previous Positions
Shelley has been engaged in the financial services industry since 1986; having held various executive management positions including Vice President of Investments, Compliance Officer, Operations Manager, Sr. Management Consultant, and Business Development Manager. Born and raised in Kansas City, MO (most recently Overland Park KS), Shelley moved to the San Diego area in 2007 while employed with Banc of America, Inc. During her 5 year tenure with BofA, Shelley was second in command of 80 branch locations with 112 employees; extending her industry experience to virtually all areas of financial services, including branch management, regulatory compliance audits, sales supervision, business plan coaching, operational efficiency and national policy review. In addition, Shelley has also successfully provided independent compliance and management consulting for financial advisors and broker dealers.

Education / Accreditation
Although they are not active, Shelley has obtained, and currently still holds, a number of securities licenses over the years (series 7, 8, 63, and 65). She gained her Bachelors in Management online through the University of Phoenix while working full-time.

Educator
With over 20 years of financial management experience, Shelley often educates advisors from all disciplines through SCI programs and speaking engagements at affiliated organizations such as Dunham & Associates, Best Practices of America, and Society of Financial Services Professionals.

Personal
Shelley and her fiance, Kent, are loving life in San Diego. Combined they have 5 children ranging from 8 to 28 years of age. In her free time Shelley enjoys exercising, entertaining, decorating, reading, going to the beach/pool, and hanging out with friends (and dogs)!

shelley profile photo