Shelby has seven years of experience serving high net worth clients and providing financial health expertise. At Wambolt, she concentrates on providing whole health solutions under a comprehensive wealth management plan. She coordinates the resources of our team of professionals from legal, insurance, investment, estate, business, and tax disciplines in helping clients more fully understand how decisions and solutions will impact their financial journey.
Previously, Shelby was employed with JPMorgan Chase, where she cultivated meaningful relationships with clients in a variety of roles as she helped them reach their financial goals. “I take pride in building strong relationships with my clients and getting to know them personally and financially,” she says.
When Shelby is not in the office, she spends most of her free time outside and traveling. She loves to hike, rock climb, snowboard and workout. If it is anything physically and mentally challenging, she is up for it!
Shelby expects to obtain her Series 65 license in early 2019, qualifying her to provide the highest-level investing advice to clients. Please join us in welcoming Shelby to the Wambolt Team. Shelby can be reached at firstname.lastname@example.org or (720) 962.6700.
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