Shelly Brockman
Chief Operating Officer @Asset Management Group Inc
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WORK HISTORY
Chief Operating Officer @Asset Management Group Inc
As COO at AMG, I lead the operational strategy and execution that support our mission: empowering individuals and families with resilient, customized financial planning solutions that serve each phase of our clients\' financial journey. My role ensures that mission comes to life at scale—through streamlined systems, consistent delivery, and a relentless commitment to service excellence.I believe operational leadership isn’t just about efficiency; it’s about creating the foundation for our advisors to serve clients more deeply, more consistently, and more proactively.I help bring clarity, structure, and scale to the operations behind exceptional wealth management—so that clients can focus on what truly matters: living their best financial lives.
EDUCATION
Mercer University
MBA, Organizational Behavior Studies
Georgia State University
BBA, Finance
SKILLS
ABOUT SHELLY BROCKMAN
I believe in the integration of work, success, happiness & prosperity. Over the…
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