Shelby is an accomplished financial management professional with over 20 years of experience in financial services and over 2 years in wealth management. She brings impactful knowledge to her role as a Wealth Management Advisor.
Shelby is committed to aligning her clients’ goals with an actionable financial plan. She ensures her clients receive comprehensive guidance regarding their specific financial needs including investments, personal trust and tailored retirement plans. Shelby strives to make a meaningful difference in the lives of her clients.
With 20 years in the industry, Shelby drives impactful change by collaborating with her clients to help them reach their financial goals. She has helped many clients manage cash flow through strategic solutions and forecast creations. For the past two years, Shelby has worked in private banking and portfolio management providing guidance to clients. Currently, she is working on her CTFA certification.
Shelby lives in Chandler, Arizona, with her loving husband and two daughters. An avid hiker and passionate traveler, she brings the same energy and dedication to her professional and community endeavors. She currently serves on three boards and holds the position of Vice Chair for S.P.E.A.K (Serving with Purpose to Educate and Advocate for Kids).