Striving to be a retirement income problem-solver, Shelby creates financial plans and conducts retirement income analysis to help clients make retirement decisions designed to ensure that they will enjoy their retirement years. He understands that financial goals may evolve over the years due to shifts in lifestyles and circumstances.
As a Certified Financial Planner™ professional, Shelby has completed extensive training and experience requirements and is held to rigorous ethical standards. He is well versed in all aspects of financial planning to encompass not just investments, but insurance, tax planning, employee benefits and retirement planning and estate planning.
Prior to entering the financial services industry, Shelby earned a bachelor’s degree in finance and economics from the Sam M. Walton College of Business at the University of Arkansas at Fayetteville, graduating summa cum laude. Shelby was born and raised in Little Rock, AR and he frequently returns there to meet with clients at the Little Rock office. Today, Shelby lives in Alma, AR with his wife, Mackenzie, and their daughter, Harper Kate. When not working, Shelby enjoys spending time in the outdoors, including: backpacking, hunting, fishing, camping and “jeeping”.
CRPC™ and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.