- BS in Industrial and Organizational Psychology, California State University - East Bay
Shelby provides comprehensive financial planning and investment management services to clients. Prior to joining the firm, Shelby spent three years with Mosaic Financial Partners, which was acquired by Private Ocean in 2018. During her tenure there she served on the advisory team and worked directly with clients to provide advice, and previous to that she spent some time on the client services team handling day-to-day account administration and operational needs.
Shelby lives in the East Bay.