Investment Adviser Representative, President of Visionary Financial Group
Shelly Dodge has 37 years of experience in the financial industry. She started her investment career in 1986 in the back-office operations of a brokerage firm. In 1990 she moved her focus to the Trust and Estate Planning area, where she gained extensive experience helping manage high-net-worth clients. With the variety of assets held in trust accounts—not only stocks and bonds but also Real Estate, oil and gas, and other forms of investment vehicles—Shelly broadened her knowledge in all the areas of asset management. In 2000 she changed her focus and headed up an investment area at a community bank. At that time, she deepened her knowledge of the world of investments and learned what it meant to put the customer first.
Shelly founded Visionary Financial Group to provide her clients with independent, objective financial advice.
Shelly’s vision is to help you understand your financial options and stay on track, even during difficult times. This is a long-term commitment to stay with you in the coming years. She is dedicated to helping her clients achieve their vision for their financial future, and she continues to further her education to support her clients’ needs. Shelly received her designation as a Certified Wealth Strategist® from Cannon Financial Institute.
Shelly graduated from the University of Texas in Dallas, earning her Bachelor of Economics and Finance. She has her Series 7, 63, and 65 licenses, as well as her General Lines insurance license.
Shelly is proud to be active in her community and involved with her church. She enjoys traveling with her church to Guatemala and volunteering at a Guatemalan orphanage. She serves on the Flower Mound Chamber of Commerce Board and the Cross Timbers Rotary Board. Shelly enjoys spending time with her four children. She loves to travel and has visited over 32 states and 19 countries.
Investment Adviser Representative
Byron joined our team in April 2020. Byron holds the FINRA Series 7 (General Securities Representative), & Series 66 (Uniform Investment Adviser) securities licenses, and the Texas Life & Health Insurance license. As an Innovation High School STEM Academy graduate of Lewisville, Texas, Byron continued his education at Texas State University as an honors graduate with a Bachelor of Healthcare Management, concentrating in Managerial Finance.
One of Byron's biggest passions is helping people build wealth while planning for a successful financial future. He prides himself on being reliable, detail-oriented, and adaptable. While working in the hospitality industry, Byron recognized his passion for building relationships and getting to know people. He is an active Flower Mound & Lewisville Chamber of Commerce member and enjoys giving back to his community.
Byron's goal is to help educate his clients on their investment options. He believes that the most potent tool for investing is having a comprehensive plan that fits each client's specific goals. As an Investment Adviser Representative, he creates personalized plans for each client he serves. Dedication to long-term relationships with clients & providing for a seamless transition between each stage of their financial plan is a must. Staying current on investment products is one way to ensure clients are getting exposure to the most current strategies. Byron also manages our firm's marketing/technology by implementing ways to optimize new opportunities and enhance office efficiency.
Byron resides in Grapevine, Texas, with his 85-lb dog, Bailey. In his time off, he enjoys golfing, playing tennis, spending time with family, & traveling.
Kathy joined our team in October 2012. She has a background in sales and marketing and nine years as the Executive Director of Membership Services for the Flower Mound Chamber of Commerce. Kathy has also worked as a Life and Health Specialist and Customer Service Rep for State Farm Insurance in the Flower Mound area, concentrating on Long Term Care and Life and Property and Casualty insurance.
Kathy's primary responsibilities include managing the office, handling customer inquiries and problem resolution, and assisting in marketing. She will also assess clients' needs for long-term care and life and disability insurance. Kathy's strengths include superior customer service and her attention to detail. She has well-developed communication, interpersonal, and presentation skills and has shown consistent leadership skills in past situations. Kathy maintains her Life & Health and P&C licenses.
Kathy is married and has four children and seven grandchildren. She has been very involved in the community. She has been active in Rotary, the Chamber of Commerce, youth programs, and choirs from the district and her church, participating in mission trips, serving as various officers in PTA and School Booster Club programs, and serving on different non-profit Boards of Directors.
Registered Sales Associate
Jessica joined our team in March of 2023. She has an extensive background in retail management. She most recently worked as a customer relationship advocate at Fidelity Investments, where she acquired her Series 7 and Series 63 licenses.
Jessica’s primary responsibilities include setting up new client accounts, client account inquiries, and administrative duties supporting Shelly, Byron, and Kathy.
Jessica has two cats, and she enjoys spending time with her family, going to the movies, reading, and crocheting.
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