Shelby is a Certified Public Accountant, a Certified Financial Planner® with 7 years of experience in Public Accounting. The combination of her CPA and CFP® certification allows her to bring a unique perspective to the overall tax and financial planning process.

After graduating from Westmont College with a Business and Economics degree and an emphasis in Accounting in 2017, Shelby began her career with a local CPA firm in Santa Barbara. Over the course of her career, she developed strong skills in tax preparation, accounting, and tax planning for high-net-worth clients. Shelby brings a passion for helping clients navigate complex tax issues and achieve their long-term and short-term goals.

Outside of the office, she enjoys going on walks in her neighborhood, listening to podcasts, cooking, and spending time with family, especially the family dogs.

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