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Sheldon Baron (Shelly)
spends the majority of his time helping clients achieve
their goals in financial planning, estate planning, succession
planning and wealth management, while continuing to service
client needs in the area of accounting, tax compliance
and related areas of public accounting.
Shelly works primarily with family owned and operated businesses
in the following industries:
- Wholesale distribution
- Retail
- Professional services
- Brokerage firms
- Commission service businesses
- Not-for-profit organizations
A lifetime native of St. Louis, Shelly attended Washington
University and received his Bachelor of Science degree
in Business Administration.
He is a member of both the
American Institute of Certified Public Accountants (AICPA) and
the Missouri Society of Certified Public Accountants (MSCPA).
Shelly is also active in the community and has served
as a board member and past president of both the St.
Louis ARC and Rainbow Village, two not-for-profit agencies
serving developmentally disabled and mentally challenged
citizens in the St. Louis metropolitan area.
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