In the latest release in our "Get To Know Sonoma Wealth" series on Youtube, spend time with the advisor you've probably seen around town- Shelby Wirick. Whether it's working with North Bay families to achieve financial goals, supporting a local event, or teaching Financial Peace University to our Dave Ramsey clients, Shelby relishes the opportunity to serve.
Take 3 minutes and find out what makes Wirick tick, right here:
Key Takeaways
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Shelby Wirick brings over a decade of corporate leadership and Fortune 500 executive experience into her work as a Financial Advisor at Sonoma Wealth Advisors.
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She focuses on helping North Bay families work toward their financial, business, and retirement goals with a hands-on, relationship-first approach.
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Shelby teaches Financial Peace University to Sonoma Wealth's Dave Ramsey clients, reflecting her passion for financial education alongside advisory work.
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Her background in talent development and leadership coaching shapes how she helps clients identify their own financial priorities and blind spots.
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Shelby is a familiar face around the North Bay community, regularly supporting local events outside of her advisory work.
Interested in working with Shelby?