Shellie Kurek Peters, CFP®, ChFC®

Senior Wealth Advisor

Bethesda, MD
Focus Areas

Investment Strategies
Multi-Generational Planning
Estate Planning
Philanthropic Planning
Coaching

Client Specialty

Business Owners
Attorneys
Family Enterprise

Recognitions

40 Under 40, Washingtonian’s Best Financial Advisers, 2019

Shellie is a Senior Wealth Advisor and Principal at The Colony Group and has over 20 years of experience advising individuals, families and business owners. Her wealth management and financial planning expertise provides valued insights and solutions in all aspects of financial planning including estate and trust planning, investment management, charitable planning, retirement planning, cash flow analysis and risk management.  She serves a core group of the firm’s clients, overseeing all aspects of the relationship and enjoys working with multiple generations of families to secure their values and legacies for generations to come.  Shellie is on our Her Wealth® Executive Committee and co-chairs our Her Wealth® Scholarship committee.

Shellie served as a Senior Wealth Advisor and Director of Financial Planning at Bridgewater Wealth & Financial Management prior to merging with The Colony Group in early 2018. In addition to consulting and advisory roles, she has held a variety of management positions, including tenure at Wilmington Trust, N.A. and Deloitte Investment Advisors.

Shellie earned her Bachelor of Arts from St. John Fisher College in Rochester, New York. She holds the Series 65 license and is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Married with two children, Shellie enjoys spending time with her family, reading, traveling and more traveling. She has also served as a member, treasurer, and director of a number of volunteer organizations.

Published Insights

Introducing Your Children To Your Family Wealth

These 5 tips will help you to instill your values about your family's wealth with children of all...

Your Estate Planning Questions – Updating Your Will and Succession Planning for Business Owners

To round out our Estate Planning Awareness Week, we answer more client questions about wills and succession...

Our Emotional Affair with Money

Have you ever argued with your spouse or partner about money? Learn how our emotions affect our relationship with...