Shelby serves as a client manager at TEN Capital where her primary role is centered around the servicing of our clients and assisting in our Retirement and Financial Planning process. Helping clients discuss, prioritize and reach their retirement goals brings fulfillment to her work at the firm.
As a Communications and Public Relations major at Eastern Washington University, she has always been driven to work with others. Serving as a client manager gives her the opportunity to work one on one with the clients as well as alongside the advisors in the office to ensure a quality experience to those we work with. One of her favorite aspects of working with TEN Capital is being able to spend time with clients, friends and family of the firm outside of the office at our TEN Capital events. When she is not at the office, she finds happiness in spending time with her loved ones and staying active.
Contact Shelby if you have questions about:
- General Information
- Retirement Planning
- Client Portal Access