Shelby supports client relationships and operations with a focus on delivering high quality service to high net worth and ultra high net worth individuals and families. She brings a thoughtful, detail-oriented approach to her role, helping ensure that documentation is handled efficiently and each client’s experience is smooth and responsive.  

Prior to rejoining Aldrich Wealth, Shelby worked in both client service and operations roles within the financial services industry. She acted as a primary liaison between advisors and clients, helped lead operational integration efforts during multiple firm acquisitions, and provided hands-on support to high net worth families. Her background gives her a strong foundation in both relationship management and the systems that support it. 

Outside of work, she finds joy in hosting dinner parties, traveling, and spending time outdoors with her husband and their boxer, a rescue dog who loves exploring just as much as they do.