Relationship Manager, CRPS®
Shelby attended the University of Oregon, graduating with a BA in Family and Human Services, and a minor in Business Administration. She has enjoyed living in Portland since 2001 and spent the early years of her career as a Social Worker, working with at-risk children and families and serving as an Advisory Board member for a large non-profit agency in Portland. She values helping clients achieve course, clarity and confidence in their financial portfolios and has a leadership role in the firm’s client engagement process and retirement plan team.
In her free time, Shelby enjoys attending Zumba, hiking in the Columbia River Gorge and taking her dog Goose on walks in her Sellwood neighborhood.