Client Service Manager
Shelbi has a passion for delivering excellent service to each and every client. Her background, prior to joining SMART Group Houston in 2022, includes working as a Financial Advisor and a Branch Office Administrator for Edward Jones where she helped clients achieve what’s most important to them. Shelbi has a SIE (Securities Industry Essentials), Series 7, and Series 66 license. She serves as the front line for all client investment needs.
Shelbi has a BBA from University of Houston-Victoria. She is a wife and mother, and she enjoys playing golf with her husband and son, traveling, hunting, fishing, and cooking.
Registered to offer advisory services in Texas.
Registered to offer securities in Texas.
More information about Shelbi’s background can be found at brokercheck.finra.org.