Director, Family Office & Wealth Advisory, G2 Insurance
Shirley is a trusted advisor to successful families and their wealth management partners, protecting assets and legacy.
Her 20 years of experience and focus aligns with G2’s client mission: Advise Wisely, Service Extraordinarily, Protect Relentlessly. Shirley mentors other professionals at G2 and nationally who want to learn how to deliver more timely and valuable risk management advice and solutions.
❖ G2 Insurance Services: Director, Family Office and Wealth Management
Previous Company Experience
❖ Lockton Companies
❖ Wells Fargo Private Risk Management
❖ Marsh Private Client Services
❖ BS Business Management
❖ Certified Risk Manager (CRM)
❖ Faculty, National Alliance for Insurance Education and Research