Shellie Kurek Peters, CFP®, ChFC®, CAP®

Senior Wealth Advisor

Bethesda, MD
Focus Areas

Investment Strategies
Multi-Generational Planning
Estate Planning
Philanthropic Planning
Coaching
Family Office

Client Specialty

Business Owners
Attorneys
Family Enterprise

Recognitions

Washingtonian’s Best Financial Advisers, 2019 – 2020

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.

Disclosures:

Washingtonian Top Financial Advisers criteria: Award recipients were primarily chosen based on the strength of recommendations gathered from the surveys. Ron Rubin was recognized from 2016 to 2019, and Shellie Kurek Peters was recognized in 2019. Ron’s recognitions for 2016 and 2017 were from his employment at Bridgewater Wealth & Financial Management and prior to its merger into The Colony Group in 2018.

Published Insights

Her Wealth
Our Emotional Affair with Money
May 14, 2024

Have you ever argued with your spouse or partner about money? Perhaps it was over some small expenditure like a new golf bag or maybe it was about a...

More
Financial Life Cycles
Financial Life Cycles: Family Financial Planning for College Age Students
January 15, 2024

In this episode, TCG’s Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP®, and Senior Wealth Advisor, Shellie Kurek Peters, dive into the complex world of college saving, planning, and plan...

More
In The News
Confused About Health-Savings Accounts? Here’s What You Need to Know
November 2, 2023

Confused about Health-Savings Accounts? The Colony Group's Shellie Peters, Principal and Senior Wealth Adviser, discusses HSA funds in this Wall Street Journal article.

More
Curated by Colony
Introducing Your Children To Your Family Wealth
May 17, 2023

These 5 tips will help you to instill your values about your family’s wealth with children of all ages. Wealthy families often struggle with how to tell their children...

More
Her Wealth
Introducing Your Children To Your Family Wealth
November 29, 2017

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

More
Her Wealth
Your Estate Planning Questions – Updating Your Will and Succession Planning for Business Owners
November 29, 2017

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

More
Her Wealth
Our Emotional Affair with Money
November 29, 2017

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

More