Shelby Anderson Lake

Since 1999, Shelby has gained the knowledge to help clients develop an investment plan using proactive asset allocation with a goal of preferred returns and minimal risk, as well as helping them to plan for their retirement. Shelby works to find the best investment solutions for each client’s unique situation. Her areas of concentration are investment planning, insurance and retirement planning services. She holds FINRA Series 7, 52, 63 and 65 securities registrations as well as Ohio and North Carolina life insurance licenses.

Shelby received her B.S. in Financial Services from Wright State University. Originally from Carrollton, OH, she has been residing in Dayton, OH for over fifteen years. Away from the office, Shelby enjoys spending time with her husband, family, and friends. She also enjoys water sports or spending time at the beach.