Skip to main content
Shelby DeSiervo

Shelby DeSiervo

Partner, Lead Advisor, CFP®, CRPS®

Content for Shelby DeSiervo


Shelby is energized through her work with clients, helping them plan strategically for their financial goals, future and security.

Outside the office

Shelby and her family enjoy weekend trips around the Pacific Northwest and can often be found in Central and Eastern Oregon camping, hiking and enjoying the beautiful terrain.

Education, Designation & Credentials

  • B.A. Family & Human Services
  • Series 65 license
  • CRPS®

Insights from Shelby

Shelby DeSiervo

Retirement Plan Times Newsletter: Advice At A Higher Level, Q1 2021

Learn how to prevent making common fiduciary errors and what to do with those terminated employees who have left their account balances in your plan.

View More

We’d love to meet you