“If you don’t know where you’re going, you’ll end up someplace else.”
– Yogi Berra
Shelly Dodge, CWS ®
Investment Adviser Representative
Founder and President of Visionary Financial Group
Shelly Dodge has more than 30 years of experience in the financial industry. She started her investment career in 1986 in the back office operations of a brokerage firm and in 1990 she moved her focus to the Trust and Estate Planning area where she gained extensive experience helping manage high net-worth clients. With the variety of assets held in trust accounts—not only stocks and bonds, but also Real Estate, oil and gas and other forms of investment vehicles—Shelly was able to broaden her knowledge in all the areas of asset management. In 2000 she changed her focus and headed up an Investment area at a community bank. It was at that time when she deepened her knowledge of the world of investments and learned what it meant to really put the customer first.
With the need to provide independent, objective, financial advice to her clients, Shelly founded Visionary Financial Group.
It is Shelly’s vision to help you understand your financial options and stay on track, even during difficult times. This commitment is a long-term commitment to stay with you in the years to come. She is dedicated to helping her clients achieve their vision for their financial future, and she continues to further her education to support her clients’ needs. In fact, Shelly recently received her designation as a Certified Wealth Strategist® from Cannon Financial Institute.
Shelly graduated from the University of Texas in Dallas, where she earned her Bachelor of Economics and Finance Degree. She has her Series 7, 63 and 65 licenses as well as her General Lines insurance license.
Shelly is proud to be active in her community and is very involved with her church. She enjoys travelling with her church to Guatemala and volunteering at a Guatemalan orphanage. She currently serves on the Flower Mound Chamber of Commerce Board as well as the Cross Timbers Rotary Board. She enjoys spending time with her four children. She loves to travel, and has visited over 32 states and 19 countries.
Kathy joined our team in October of 2012. She has a background in sales and marketing as well as nine years as the Executive Director of Membership Services for the Flower Mound Chamber of Commerce. Kathy has also worked as a Life and Health Specialist and Customer Service Rep for State Farm Insurance in the Flower Mound area, concentrating on Long Term Care and Life as well as Property and Casualty insurance.
Kathy’s primary responsibilities include managing the office, handling customer inquiries and problem resolution, and assisting in marketing. She will also be assessing the needs of clients for long term care, life, and disability insurance. Kathy’s strengths include superior customer service and her attention to detail. She has well-developed communication, interpersonal, and presentation skills and has shown consistent leadership skills in past situations. Kathy maintains her Life & Health and P&C licenses.
Kathy is married and has four children and seven grandchildren. She has been very involved in the community having been active in Rotary, the Chamber of Commerce, youth programs and choirs from the community and her church, participating in mission trips, serving as various officers in PTA and School Booster Club programs as well as having served on different non-profit Boards of Directors.
Barbara joined our team in May 2018. She has been in the Financial Services industry since 1967. Her background in the brokerage operations area is a huge asset to our firm as well as her many years as an assistant to many top producers.
Barbara’s primary responsibilities include setting up new client accounts, client account inquiries and being support staff for Shelly and Kathy. Barbara enjoys research projects and working with our clients.
Barbara has two children and six grandchildren and loves spending time with them. She is active in her church and enjoys travel and a good game of Bingo.
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Investment products and services available only to residents of: TX (Texas), AR (Arkansas), OK (Oklahoma), LA (Louisiana), CA (California), FL (Florida).
Neither NEXT Financial Group, Inc. nor its representatives offer tax or legal advice.