Shelly Trimble is a Daily Money Manager (member of AADMM: American Association of Daily Money Managers) and Professional Organizer.

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For Over 15 years, Shelly worked domestically and internationally in the banking industry and held several key positions. These included leadership roles as a Private Banker, Branch Manager, and Commercial Lender. Throughout her career, organization, implementation, and attention to detail have been essential for supporting her clients. She is well versed in Quicken, Quick Books, MINT, Evernote, DropBox and several other cloud based storage and retrieval systems. Having created and analyzed her own family budget for over 25 years with the Quicken operating system, Shelly is well versed to help individuals and small businesses do the same.  She is also well trained in online banking payment systems, digital document and email organization, paper scanning systems, and cloud based storage and retrieval systems. Throughout her life, she has always been an organized person with a natural ability to focus on detail.  

 

Shelly is excited to help clients with their daily money management needs and to help them develop paper systems that reduce stress and make document retrieval easy and sustainable.

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