Shelby has enjoyed a dynamic career in the realm of corporate executive management, encompassing more than a decade of service with internationally renowned Fortune 500 companies. Over the course of her career, Shelby has developed a distinct affinity for leadership and talent development, ensuring that both peers and subordinates are able to maximize their full professional potential. Through that experience, Shelby honed her lifelong passion for helping people realize their personal ambitions, and brings to SWA a wealth of knowledge that enables her to walk beside clients in achieving their business, financial, and retirement goals.
Shelby was born and raised in San Diego, but has long made Sonoma her permanent home. Shelby attended Sonoma State University where she earned a B.S. in Business Administration, 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.
When Shelby is not working, she is volunteering at her church, enjoying the diverse offerings of Sonoma living, traveling, and enjoying time with her husband, two children, and two black labs at Lake Almanor.
Office Phone: (707) 938 7414
Best part of the job:
Helping people realize their personal ambitions
I help clients develop and implement strategies to achieve their financial goals.
Whether it's saving for a kid's college, managing debt, mitigating taxes, or funding future expenses like real estate purchases or retirement, we work with you to create a custom plan designed to achieve your goals within your specific time frame.
Effective asset allocation acts as the cornerstone of a well-crafted investment strategy. As we develop your tailored portfolio, we invest in an asset mix that aligns with your risk tolerance, time horizon, and individual goals and values.
No financial plan is complete without safeguards in place. We work with you to design and implement a risk management strategy so that when disaster strikes, you have a cushion to mitigate financial loss.
Get In Touch with with Shelby