Shelby was born, raised, and educated in the Capital Region. Shelby came to the ensemble practice with significant experience in the banking and customer service industries. In her role as a financial representative, Shelby helps clients to identify their goals and assists with investment selection. Easy to talk to and a great listener, Shelby readily builds rapport and provides our clients with outstanding service and thoughtful, proactive strategies. Shelby holds securities licenses series 7, 66 through LPL Financial and an AAS degree in Business Administration from Fulton Montgomery Community College. When not at work, Shelby enjoys spending time on the Lake with her husband, Ian, her daughters, Charli and Capri. She has been involved in many charitable events throughout her time with WealthOne and enjoys volunteering and supporting a number of community causes such as Wounded Warrior and The Ronald McDonald House.