Shelby began her career at SageSpring, an independent firm affiliated with Raymond James, where she supported multiple advisors across a wide range of client service and operational responsibilities. When one of the lead advisors launched a new office, Shelby made the transition with him, continuing to support the practice through its next phase. While the role aligned well with her skill set, she found that working in a solo‑office setting reinforced her preference for a collaborative, in‑office team environment built on shared support and strong
Shelby is an experienced client service professional with a strong background supporting financial advisors and wealth management firms. She brings a thoughtful, client‑first approach to her work, along with adaptability and attention to detail, and values being part of a collaborative, team‑oriented environment.