Shelley Consiglio

Shelley Consiglio

Client Services Manager

Biography

My role at Wheeler Financial is wonderfully varied as I support and work closely with the entire team! I have the pleasure of working directly with our client to schedule meetings, gather information necessary for financial planning preparation and handle follow-up items. Much of my time is spent on special event planning, weekly newsletter design, website content, marketing efforts, and general administrative and data management responsibilities. 

I’m a graduate of Widener University and have had an interesting career journey including Banquet Sales, Pharmaceutical Data Management, Financial Software Onboarding and Project Management. In all these experiences, my focus has been on customer service with the internal and external client, which serves me well in my role at Wheeler Financial.

I grew up in the Pine Barrens of New Jersey and love the outdoors.  I’ve lived in Fair Hill, Maryland since 1998 and love the easy access to hiking trails and all that the Natural Resource Area has to offer (right out of my backyard!). I love to spend time with my family and friends, enjoy cooking and entertaining, and will seek out any kind of live or outdoor music I can find.

advanced-floating-content-close-btn