Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Principal
Louisville
Client Advisory
Shelby is a Principal in the Louisville office, where she collaborates with executive team members to prioritize business strategies and provide oversight for special projects and initiatives from ideation to implementation. She also leads the office’s internal communications efforts, working to make sure there is an effective flow of information between the leadership team and colleagues.
Prior to joining Cerity Partners, Shelby served as the Chief of Staff for ARGI Financial Group. Before ARGI, she worked at Duck Commander/Buck Commander, a hunting and outdoor recreation company. During her tenure, she had several roles, including Talent Manager, Licensing Coordinator, and Event Manager.
Partner & Market Leader
Partner
Partner & Practice Leader
Associate
Senior Associate
Senior Principal
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.