Shelly joined TIAA in 2005 and currently serves as Director of Central Advice, leading a team of wealth management advisors. She is a member of the Disciplinary and Ethics Commission of the CFP Board.
Alicia is Director of Wealth Planning Strategies at TIAA, specializing in estate and tax planning. She is a member of the Missouri Bar Association the Illinois Bar Association and the Bar Association of Metropolitain St. Louis.
Francesca has over 24 years of combined experience in the Insurance and Financial Services Industries. Currently she leads a team that includes Certified Financial Planners who provide financial plans and on-demand support to TIAA's advisors.
Cathy has served at TIAA for more than 30 years. during which she has held increasingly senior leadership roles serving Institutional and individual clients. Currently she is a Senior Managing Director for the Institutional Retirement Division and leads the National Practice Management and Field Enablement Team.