Shelby holds a leadership role in our client engagement process and also serves as the primary Relationship Manager for our retirement plan clients. She earned her Chartered Retirement Plan Specialist® (CRPS) designation in 2017 and attended the University of Oregon, graduating with a BA in Family and Human Services, and a minor in Business Administration. She enjoys helping our clients achieve Clarity, Course and Confidence through goal discovery and financial planning.
Shelby has lived in Portland since 2001 and now lives in the Sellwood neighborhood where she loves walking around, enjoying the neighborhood restaurants and parks with her two pups, Goose and Geno. On most summer weekends she’ll be off on a road trip camping and exploring beautiful Oregon.