Wealthy Roots Financial is a company built on the foundation of caring. Their number one goal is to deliver excellent service, all the while building lasting relationships with their clients.
Sandy and Shelby Vollo have been working side by side for the past 8 years, and have a combined experience of 50 years in the industry. 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 as they have planted their roots and plan to continue to grow within the city. Their dream of owning a financial services company has become a reality — Wealthy Roots Financial: mother-daughter operated.
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, and will be sure to remember to ask you how your last trip was.
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, Certified Professional Consultant on Aging, and is currently working on her Divorce Specialist Certification. When you meet sandy you’ll feel her compassion and warmth as soon as she greets you.
We are Women Who Care
Certified Financial Planner | CFP, CLU, CHS, CPCA, CEA
Shelby has been in the industry since the age of 20, following in her mother’s footsteps to dive into the industry at a young age. She worked her way from the bottom up and now has 8 years of experience. Within those 8 years, she pushed herself to achieve one of the most highly esteemed designations: Certified Financial Planner. She also achieved her Chartered Life Underwriter designation, Certified Health Specialist, Certified Executor Advisor and her Certified Professional Consultant on Aging.
Her roots, much like her moms, 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. Over the past few years you may have seen Shelby on CFJC Midday doing the your Wealth Report where she was able to educate her clients in a way that was relatable for any investment knowledge level.
The Wealthy Roots team believes in work-life balance so they like to offer flexible appointment times and meeting spots — they will come to your home, workplace, coffee shop, or they have an office space available if that suits your needs.
They work for you flexibly Monday through Friday and are not tied to an 8 to 4 schedule. Wealthy Roots Financial wants to make your appointment easy and convenient for you to get your financial picture in check!