Shelby is a Principal in the San Francisco office. She provides comprehensive financial planning and investment management services to clients. Taking a client-centered approach, Shelby strives to create value by providing flexible and customized solutions for affluent individuals and families.
Before joining Cerity Partners, Shelby was a Wealth Manager at B|O|S where she supported the firm’s Principals on long-term wealth planning strategies. Prior to joining B|O|S, she spent three years with Mosaic Financial Partners, which was acquired by Private Ocean in 2018. During her tenure at Mosaic, she served as an Advisor working directly with clients to provide in-depth financial advice. Prior to this role, she worked with the Client Services Team handling day-to-day account administration and coordinating operational needs.
Shelby earned her Bachelor of Science in Industrial and Organizational Psychology from California State University, East Bay. She holds the Certified Financial Planner (CFP®) designation.
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