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.
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.
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. After graduating summa cum laude, Shelby joined The Donaubauer Group at Merrill Lynch and helped transition the Team to Raymond James. Shelby was born and raised in Little Rock, AR and he frequently returns there to meet with clients. 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".
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.