Meet Our Team

Shelley Ferro, CFP®, EA , CMC® 

Founder & President

Ms. Ferro is a graduate of Loyola University New Orleans where she majored in finance and received a bachelor of business degree.

Ms. Ferro holds several professional credentials. Ms. Ferro earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation and believes in using a comprehensive financial planning module in working with her clients. CERTIFIED FINANCIAL PLANNER’® are required to take 60 hours of continuing education credit every two years. Ms. Ferro has held this credential for over 15 years.

Ms. Ferro holds the ENROLLED AGENT designation which is issued by the Department of Treasury.  Enrolled agents, Tax attorneys, and CPAs are the only professionals that can represent clients in issues before the US tax courts. Enrolled agents must take 24 hours of continuing education credit every year.

Shean-Mei Sheu, MBA, CMA®, CMC®

Strategic Partner

Ms. Sheu gained her diverse budgeting and cash flow experiences by working with QuickBooks small business clients as well as 30+ years’ experience with blue-chip companies such as IBM and Reader’s Digest. At IBM she was a Pension Strategy Manager and earlier in her career a Senior Finance Risk Manager. Ms. Sheu holds an MBA from the University of Evansville and has continued to broaden her education with professional certification. She is a Certified QuickBooks® ProAdvisor and Certified IRA VITA Income Tax Preparer.

Angele J. Givens

Strategic Partner

For over 15 years, Ms. Givens has worked with families and small businesses to assist them with their tax preparation and accounting needs. Ms. Givens has worked for large accounting and tax firms as well as run her own business. She is known for attention to detail as she works with clients to navigate a complicated tax system. Ms. Givens graduated Cum Laude from the University of New Orleans with a Bachelor of Science degree in Accounting.

Susan Burns, CFP™

Strategic Partner

Susan Burns has been a Certified Financial Planner™ Professional since 1994. She is a graduate of the Boston University Program for Financial Planners and holds a B.A. from Boston University. Susan’s experience in the financial services field is vast. She has worked in the mutual fund industry as a transfer agent as well as running her own independent RIA firm.