Daniel Shelly*
Financial Advisor
Daniel Shelly started his career at a local financial institution in 2013 before coming to Capstone Financial Group in 2016. As a financial advisor he focuses on providing his clients with comprehensive financial planning, investment advice, and insurance. He takes a personal interest in every client to ensure that his recommendations are aligned to meet their long-term goals.
When Daniel is not working with clients, he and his wife, Katie, enjoy spending time outdoors and gardening together.
Daniel J. Shelly | Financial Advisor
CA Ins Lic 0L37457