Shelli Bouillion, CFP®

Client Services Manager

Shelli has over 20 years of experience in the Financial Services industry, half of that being with Stavis & Cohen. She contributes extensive experience in financial planning, estate planning and insurance solutions. Shelli is extremely passionate about providing clients with the tools and guidance to make sound financial choices. Her area of expertise includes corporate benefit planning.

Mrs. Bouillion received the CERTIFIED FINANCIAL PLANNER™ certification in 2001 and currently holds her Series 7, 63 and 65 Licenses as well as her Texas Life Insurance License.

She holds her Bachelor of Science Degree in Journalism from Texas A&M University with a minor in Public Relations. Outside of work, Shelli serves as Chief Family Officer of her household, which consists of a loving husband and two amazing children. Shelli and her family reside in Austin, TX.