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SHELLY SOREM, CPA
ssorem@sscapm.com
 Shelly earned her B.S. at Oregon State
University. She holds Series 7 and
66 Securities Licenses and is a member of the American Institute of
Certified Public Accountants and the Oregon Society of Certified Public
Accountants. She worked for five
years in the banking industry prior to entering the Public Accounting arena.
Her
areas of practice are Estate Tax planning, Timber and Christmas tree
taxation, complex Partnership and Corporate taxation issues, and financial
statements reporting.
Away
from work, Shelly spends most of her time supporting her children in their
academic and extra- curricular activities.
She enjoys the outdoors in warm weather, reading and listening to a
variety of music.
Securities offered through Purshe
Kaplan Sterling Investments member
Headquartered at 18 Corporate Woods
Blvd. , Albany ,
NY 12211
Spectrum Strategic Capital Management, LLC is not affiliated with Purshe
Kaplan Sterling Investments
NOT FDIC INSURED. NOT BANK GUARANTEED.
MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR
FEDERAL AGENCY
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