For over 15 years we've been helping people employed at and retiring from Shell to develop an understanding of Shell's retirement plans. We have been able to help many employees here in the U.S. and overseas with their retirement goals.
In working with Shell’s retirees our main goal has been to make sure that they are getting the maximum distributions offered by Shell's benefit plans. We pay particular attention to analyzing distributions from all of the various stock and pension-related plans. Our retirement strategies are designed to meet the individual needs of each specific client and ensure financial stability for the future.
The Atkinson Daley Group also works with BP and Marathon employees.
Upon graduating from The University of Texas in 2003, Andrew immediately began his career as a Financial Advisor. Originally hired to A.G. Edwards, he valued his need for higher education within the industry and consequently earned the CERTIFIED FINANCIAL PLANNER™ certification in 2006 as well as the Certified Retirement Management Advisor® designation in 2019.
Away from the office, Andrew spends much of his free time with his wife of 10 years and his three daughters. In addition to spending quality time with his family, Andrew enjoys the outdoors and playing golf.
Alison joined Baird in 2006 upon graduation from Bradley University and has been at the firm ever since. She is a CERTIFIED FINANCIAL PLANNER™ and will begin working on her Masters of Financial Planning in the next year.
Away from the office, Alison spends most of her free time exercising, traveling, spending time with family and keeping up with current events.