Shelby has enjoyed a dynamic career in finance and corporate executive management, encompassing over a decade of service with internationally renowned Fortune 500 companies. In that time, Shelby has developed an affinity for leadership and talent development, helping her co-workers maximize their full professional potential. Shelby is passionate about helping people find their talents, opportunities and obstacles. She brings this focus to her clients at Sonoma Wealth Advisors, walking beside them as they achieve their business, financial, and retirement goals.
Shelby was born and raised in San Diego, but fell in love with Sonoma at first sight. Shelby attended Sonoma State University, earned a B.S. in Business Administration and a B.A. in Spanish Language Studies, and holds numerous professional certifications and accreditations. Shelby is active in the Sonoma community - residing only three short blocks from our home office - and is a member of a centennial Sonoma County ranching family.
Outside the office, you can find Shelby volunteering at her church, traveling, and or enjoying the delights of Sonoma County with her husband, two children, and two black labs.
Interested in working with Shelby?
Looking for more?
Find out Shelby's approach to investing and risk tolerance as a guest on our life and money podcast, It's All Money:
Watch Shelby's It's All Money episode RIGHT HERE on YouTube, or audio on Apple Podcasts and Spotify.
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