HomeTeam MemberShelly Fagan

Shelly Fagan

Shelly Fagan

Shelly Fagan

Chief Administrative Officer
Shelly joined Boulay in 1989 and has served as the Chief Administrative Officer since 2021. With over 30 years of experience, she is responsible for managing the firm’s daily operations, collaborating on culture development, helping create policy, initiative implementation, and leading the Office Administration team. She also leads the planning for office buildouts and firm events, while managing all Boulay office spaces and travel. Shelly is committed to providing Boulay team members with the guidance, resources and opportunities they need to learn and grow, thus investing in their success and creating a positive and productive work environment.
Career Fit For Your Life. "Boulay has encouraged me to grow within the firm over the last 33 years. The support I have received has empowered me to succeed. I appreciate that I've been able to balance my career aspirations with the ability to raise and take care of my family--the flexibility gives me peace of mind."

PERSONAL INTERESTS

  • Spending time with family
  • Outdoor activities
  • Spending time by the ocean
  • Helping people

FAVORITE VACATION DESTINATION

  • Costa Rica, because of the beautiful national parks, activities such as river rafting, zip lining, hiking, and visiting hot springs; not to mention the delicious food!

GET IN TOUCH

Contact Shelly
"A good leader helps others grow and succeed. Through strong communication, mutual respect, and openness to change, they inspire their team to help each other, help the firm grow, and enjoy what they do."

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Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Registered Representatives of Valmark Securities, Inc. are located at the Minneapolis/Eden Prairie office(s). See Valmark’s Form CRS.

Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. FINRA | SEC | SIPC | ©2021-2024 Boulay | All rights reserved.