Wealthy Roots Financial is a company built on the foundation of caring; Mother-Daughter Operated. Their number one goal is to deliver exceptional service and continue building lasting relationships with their clients.
Sandy and Shelby have been working alongside each other for more than a decade. Their combined experience is over 50 years in the industry—these two brilliant women are passionate about what they do and strive to offer their clients the best financial planning options. Shelby is a third-generation financial advisor following in the footsteps of her mother, Sandy, and Aunt Peggy. Sandy is a second-generation advisor, and Peggy Kelly was a well-recognized and respected advisor in Kamloops prior to her passing.
Shelby and Sandy are true Kamloopsians who have planted their roots and look forward to growing here.
Senior Financial Advisor
FLMI, CPCA, CEA
Sandy is a seasoned vet when it comes to investing, retirement planning, and all of your insurance needs. She's a born and raised Kamloopsian and loves that her roots are here. She’s the person who remembers all of your grandchildren’s names, is mindful of your personal milestones, and never forgets a birthday—She always wants to know more than just your financial picture.
Sandy has been in the industry since she was 17 years old, and she has grown with all of the industry changes along the way. She has achieved many designations such as her FLMI, Certified Executor Advisor, and Certified Professional Consultant on Aging certification. When you meet Sandy you’ll feel her compassion and warmth as soon as she greets you.
We Are Women Who Care
SHELBY SEATH (VOLLO)
Certified Financial Planner
CFP, CLU, CHS, CFDS, CPCA, CEA
Following in her mother's footsteps, Shelby dove into the industry at the young age of 20. Since 2011, Shelby has pushed herself to achieve one of the most highly esteemed designations: Certified Financial Planner. In addition, she has achieved her Chartered Life Underwriter designation, Certified Health Specialist, Certified Executor Advisor, Certified Professional Consultant on Aging, and Certified Divorce Financial Analyst designation.
Her roots, much like her mom's, are in Kamloops. She loves supporting local businesses and strives to do the best job possible for her clients by providing exceptional service and quick response times.
I met Sandy and Shelby when I was trying to plan for children’s education and save on my taxes. Since we met, they have gone above and beyond! They are both quick to respond and provide lots of thoughtful little touches. Their service is exceptional and I always recommend them as my go to advisors.
I have had the pleasure of having Sandy as my financial advisor for many years. She has always treated me with respect and has become my friend as well.
Having both Sandy and Shelby looking after me I never have to worry. I would highly recommend them both.
I have worked with Sandy and Shelby for many years now, and they have provided service above and beyond what I had come to expect with my previous providers.
I was more than happy to follow them when they began their new venture, Wealthy Roots Financial. They provide experience and quality products for a diverse array of financial and insurance needs.
WHAT OUR CLIENTS SAY
I first met Sandy in 2004 when she was working at a financial investment firm in Kamloops. Since then she has been a very important and instrumental part of my financial advice. I couldn't be more pleased with the direction her knowledge and advice has taken me. I was also fortunate enough to watch Shelby work her way through many areas of knowledge in the field and was very pleased to see Sandy and Shelby begin their new business.. Wealthy Roots! They are always just a phone call away and always happy to address any issues. The knowledge, work ethic and dedication to their clients is second to none! In these uncertain times, it is so comforting to know that something IS certain..a team of professionals on your side!
The Wealthy Roots team believes in work-life balance, so they like to offer flexible meeting spots—They will come to your home, workplace, or coffee shop, or they have office space available if that suits your needs.
Wealthy Roots Financial is all about making your appointment easy and convenient.
Let's get your financial picture in check!