Aldrich Wealth LP
- High-Net-Worth Individuals
- Client Onboarding
Shelby joined Aldrich Wealth’s Client Services team in the Spring of 2022 with over six years of financial services experience. In her role, she supports our private wealth advisor teams in managing the client onboarding process, servicing, planning, and navigating the client experience.
Before joining the firm, Shelby worked for two local wealth management firms in the San Diego area and held a similar role servicing high-net-worth individuals.
She is currently working towards completing her Business Administration degree at San Diego Miramar College and recently celebrated her wedding in June of 2022.
Offline, Shelby is an avid football fan and loves to be outdoors. She also enjoys hosting dinner parties and spending time with her fiancé and rescue boxer.