Shelby joined the firm in 2016. “Deciding to be a part of the Clintsman Financial Planning team was easy because of their focus on faith and family. As an Associate, I get to be involved in creating written financial plans for our clients. After running financial calculations, I have witnessed the excitement of many clients learning they are on schedule for retirement or that they can actually turn in their retirement notice sooner than they thought!”
Shelby graduated from Texas Tech University with a BS in Personal Financial Planning and a minor in Economics with Honors. She feels strongly about investing intentional time serving others. Throughout her college career, Shelby displayed this commitment by volunteering at her church and in the community, as well as serving as a Red to Black peer financial coach on campus. She has successfully passed the rigorous CFP® Exam and is a candidate for certification.
She was born and raised in Keller, Texas, and currently resides in Grapevine. Shelby enjoys traveling, being outdoors, serving the Lord, and spending time with her family and friends.