What is your role at DuPont and Blumenstiel? I started working here in February of 2022 as a receptionist, and since then, my responsibilities have grown. My typical workday includes answering incoming phone calls and helping callers in whatever way I can. This could be scheduling their first estate planning appointment or simply transferring the call to another member of the team who can best help them. When I’m not managing the phones, I am printing, preparing, and mailing any documents that need to be sent out, assembling estate plan folders, and helping to prepare estate plan documents before signing. What is something most people don’t know about you? One thing that most people don’t know about me is that I am in the process of creating a small hobby farm/homestead for my family. My husband and I closed on a 5-acre property recently, and we’re very excited to get started! My goal is to create products SHELBY CLARK, RECEPTIONIST STAFF SPOTLIGHT:
that I can share with the community by using the resources I have at home. I currently have horses, goats, chickens, and pigs. We are also creating a large garden and hope to eventually have an active beehive to support it. What would you say to someone thinking about
creating an estate plan?
I would say just do it! Before working here, I never put much thought into estate planning, but after seeing the sense of peace that families feel after signing their documents, I realized I need to take care of my estate as well. I don’t want my two sons to worry about what mom or dad would want down the road.
WE APPRECIATE YOU
YOUR FINANCIAL ADVOCATE with Greg DuPont
We want to use this space to express our gratitude to the following members of the community who have recently
left us a review or have referred someone to our care. Thank you!
CHECK OUT OUR PODCAST, YOUR FINANCIAL ADVOCATE , ON ALL PODCASTING PLATFORMS!
James Eloff Sherri Hughes Jedidiah Bressman Teresa Bussa Guy and Karen Wong
Subscribe to our show on your favorite podcast platform:
2 | Wealth Solutions 614-408-0004 | Law Office 614-408-0529
Made with FlippingBook Ebook Creator