Michelle (Shelly) Gams, CFP®, WMCP®, RICP®, ChFC®, CASL® in

Michelle (Shelly) Gams, CFP®, WMCP®, RICP®, ChFC®, CASL®

Sharpshooter · DISC type CD
Financial Planner at Accounting and Financial Women's Alliance (AFWA)
📍 Greater Billings Area, United States

Michelle (Shelly) Gams is a Financial Planner with over 20 years of experience specializing in helping professionals and retirees maximize their retirement income and simplify their finances. A graduate of the University of Wyoming, she holds both WMCP® and RICP® certifications, focusing on prudent asset management and minimizing tax impacts for her clients.

Shelly is actively involved in her community and professional organizations. She is a member of Toastmasters International and has been recognized for her influence by the Accounting and Financial Womens Alliance (AFWA). Her firm is also known to support local community events and associations, demonstrating a commitment to her local area.

Unique fact: Shelly has been named a "Woman of Influence" by the Accounting and Financial Womens Alliance every year since 2016.

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Experience
18 Years
Current Role
Financial Planner
Location
Greater Billings Area, United States
Personality Overview

How Michelle shows up

Thorough Evaluator
Fast But Analytical
ROI Driven

They are less concerned about the product and more about its potential impact. They prefer to move quickly, and expect the same from others. They like to stay in control of the negotiation or defining of the terms.

Priorities

Topics Michelle cares about

Retirement Planning
Her entire professional focus is on helping clients maximize retirement plans (401k, 403b, IRAs) and retire with confidence, a theme consistent across all her work.
Tax Minimization
She frequently highlights her expertise in helping clients minimize the impact of taxes on their retirement income and investments.
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Career

Work history

2015 - 2019
Financial Planner
Accounting and Financial Women's Alliance (AFWA)
12-2001
Financial Planner
Gams Financial Group, LLC
12-2001
Financial Planner
Eagle Strategies, LLC
12-2001
Agent
New York Life Insurance Company
Financial Planner
Accounting and Financial Women's Alliance (AFWA)
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1990 - 1993
Bachelor of Science
University of Wyoming
1988 - 1990
Associates of Art
Northwest College
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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