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 at Mosaic, she served as an advisor and worked directly with clients to provide advice. Prior to that, she worked with the Client Services Team handling day-to-day account administration and operational needs.
Shelby lives in the East Bay.
B.S. in Industrial and Organizational Psychology, California State University, East Bay