A motivated and dedicated individual, Shelly Sypien has almost three decades of professional experience in the financial services industry. In 2020 she founded her own financial business, Family Focused Financial, in which she helps generations create, preserve and build wealth. As a client first and family oriented business, Shelly focuses on getting to know her clients on a personal level. Part of the planning process includes understanding what is important to the client, meeting the client where they are and then creating a tailored financial plan to work toward their goals. Shelly helps her clients in all personal and professional areas, from preparing for retirement, helping create an income strategy, working toward growing their financial portfolio and protecting what her clients have worked hard to save.

Shelly entered the financial services industry as a Sales Assistant with EF Hutton in Chicago, IL. After ten years and several mergers Shelly joined Morgan Stanley where she obtained her securities registrations and began helping clients manage their investment portfolios. She spent 13 years at Morgan Stanley before joining a team at a Registered Investment Advisory firm where she took on the role of Operations and Compliance Manager. After seven years with the Registered Investment Advisor firm, she decided to move back into a client focused role and joined Edward Jones in 2015. All this experience has prepared Shelly for her current role as a Financial Advisor with Family Focused Financial. Shelly has helped clients through several market downturns and many economic cycles.

Shelly grew up in the small town of Bourbonnais, IL before meeting her husband, David. They eventually found the perfect small town to raise their family and have lived in Lake Holiday, IL for over 25 years. Shelly takes an active role in her community by sponsoring and supporting local groups and charities. Additionally, Shelly leads various speaking engagements to provide education and resources to individuals. In her free time she likes a good book, boating, traveling to new places, and spending time with her family.

Shelly Sypien has been awarded the title of Credentialed Holistic Financial Coach issued by Columbia
University's Coaching Center of Excellence in partnership with Equitable Advisors, LLC.

The Credentialed Holistic Financial Coach title and custom coaching credential is available exclusively to financial professionals (FPs) of Equitable Advisors who seek to have deeper more personal conversations with their clients. The credential is awarded by Equitable Advisors, based upon the FP’s receipt of a certificate of completion of the Holistic Financial Coach Program. In a collaboration between Columbia University’s Coaching Center of Excellence and Equitable Advisors’ affiliate, Equitable Financial Life Insurance Company (NY, NY), coursework was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. Columbia’s Coaching Center of Excellence has earned a global reputation as the “Ivy-league” of evidence-based, high-impact coaching education and training. To verify that an FP has earned and holds the title in good standing, contact Madison Compeau at madison.compeau@equitable.com. Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI and TN)