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, long-term care, and retirement planning services. She holds FINRA Series 7, 52, 63, and 65 securities registrations as well as Ohio, Indiana, Tennessee, Florida, and North Carolina life insurance licenses.
Shelby received her B.S. in Financial Services from Wright State University. Originally from Carrollton, OH, she currently resides in Springboro, OH. Away from the office, Shelby enjoys spending time with her husband, Ryan, and two sons, Ethan and Gavin. In the evenings and weekends, you will find her at the baseball diamond or the soccer field to watch them.