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.

Meet Sherri Farley, our Marketing Assistant. Sherri helps keep everything running smoothly behind the scenes by managing our marketing and CRM programs, helping to ensure that workflows stay on track—all efforts that enhance the client experience. Her thoughtful attention to detail and dependable support allow our team to stay focused on what matters most: providing clients with personalized, attentive care every step of the way. 

During her career Sherri has worked in HR, the insurance industry, and most recently as the executive for a chamber of commerce. She credits these experiences for building networking, communication, and other skills that she can use in her role at Family Focused Financial.  

At every opportunity, Sherri enjoys traveling with friends and family to explore locales nearby and afar. She is also seen out and about providing hammered dulcimer music at various events and venues.