Shelby is a Service Advisor at our firm and also a critical member of our Retirement Plan advising team. Shelby attended the University of Oregon and is currently studying for her Certified Financial Planner designation. She earned her Chartered Retirement Plan Specialist® (CRPS) designation in 2017. Shelby 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 enjoys the neighborhood restaurants and parks with her husband Will and two pups, Goose and Geno. On most summer weekends she’ll be off on a road trip camping and exploring beautiful Oregon.