Position: Lead Advisor, CFP®, CRPS®
As a CERTIFIED FINANCIAL PLANNER™, Shelby takes a goals-based financial planning approach in her work with clients. Whether the client has already achieved wealth or is in the process of building it, her holistic approach to financial planning and investment management helps clients achieve clarity, course and confidence in their financial future. In addition, Shelby worked for a number of years on the Cable Hill Partners corporate retirement plan advising team and has deep knowledge on employee benefits and optimal retirement plan design for businesses. Shelby attended the University of Oregon and has worked in the financial services industry since 2014 following a career in social work.
Shelby lives in the Sellwood neighborhood with her family and two sweet dogs. She loves camping and road trips in the summertime and tries to visit Central and Eastern Oregon as much as possible as she works with a number of clients in those regions. Shelby serves on the Finance Committee of LEAP, a local non-profit organization providing leadership and adventure opportunities to communities in the pacific northwest and is a member of the Emerging Leaders Advisory Board for the Women’s Center for Leadership, a group dedicated to educating, connecting and inspiring women in the Portland area.