Shelby’s background gives her a deep appreciation and understanding of the importance of working with an advisor that has the fiduciary duty to put clients’ needs first. She loves working one-on-one with clients to help navigate their complex financial situations and plan for the future.
Before joining Team Hewins, Shelby spent almost seven years at a Registered Investment Advisor (RIA) in Orlando, FL. Her varied roles provided her with broad exposure to many aspects of private wealth management and financial planning. She began with responsibilities in client service, trading, and compliance. She was later promoted to Associate Wealth Advisor, where she was able to take advantage of her passion for financial planning. She is particularly driven to help empower women to achieve financial wellness. Shelby enjoys working with female entrepreneurs and women transitioning through divorce or losing a spouse, helping them build financial comfort and confidence in their financial futures.
Shelby attended the University of Central Florida, where she earned a Bachelor’s degree in Finance with a minor in Accounting. After graduation, she earned her CERTIFIED FINANCIAL PLANNER™ certification.
Shelby loves spending time outdoors, whether it’s enjoying the beach or visiting the local farmer’s market. She also enjoys attending a yoga class and spending her weekend trying out new recipes. Weekends also often find Shelby watching her alma mater’s football games and cheering on the Miami Dolphins.