Content for Shelby DeSiervo
Background
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
- CERTIFIED FINANCIAL PLANNER™ Certification
- CRPS®
Insights from Shelby
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.
March 03, 2021Retirement Planning
