Shelly Kooiker

Shelly Kooiker

Registered Financial Assistant

515-257-8803 - Direct
515-257-8799 - Fax

Shelly Kooiker joined our team in 2017 with 20+ years of experience in the industry. Her beginnings in the industry started with a receptionist position for MassMutual, where she quickly grew to love the business, wanted to learn more, and decided to explore becoming registered as an advisor assistant. She later received additional registrations to allow her some compliance oversight and knowledge. After 12 years, she made the move to DFG, where she continued to act as a registered sales assistant, compliance backup, and assisted with payroll and general office support to the OSJ. Although Shelly took a brief career change, she chose to return to her professional passion of working with clients and joined our team as a trusted colleague, familiar with our business philosophy and values, having worked with her during her time at DFG.

She spends her days working closely with our clients as a main point of contact for administrative questions. Shelly enjoys the opportunity Commonwealth Financial Network and Two Oaks Wealth provides her, and she is eager to continue to learn and grow with the firm.

Shelly and her husband Lance, also known as Gramma and Papa, enjoy the quiet country life north of Woodward. Their daughter Jadyn, a special education teacher; her husband Cory, also a teacher and coach; their son Liam, twin daughters Maisie and Lakynn and newest member, baby Case, live close, so they get to enjoy family time on a regular basis. Their son, Lane, a Polk County Deputy, his wife Bailey, a cosmetologist, and their little guy Lukas, make their permanent home in the area as well. So, some of the favorite pastime activities include a full house for family dinners, playing outside, splashing in the pool, and cheering on the St. Louis Cardinals and the hours of entertainment the grandchildren provide.