RIA Innovations hires high caliber employees who work with advisors in order to ensure a smooth transition. We have an excellent team with extensive experience in the financial services industry. Our employees are fully set up with capabilities to engage with advisors whether they are physically present or virtual.
Business Development Officer
Shelby was hired to support the Managing Partner with all business development activities. She is focused on building long-term and successful relationships with our advisors.
Shelby has over 23 years of experience in financial services. The last 16 years she has been working directly with Registered Investment Advisors.
Prior to joining Northwest Asset Management, Shelby worked in Advisor Services Relationship Management with Charles Schwab. Prior to that, she worked at Merrill Lynch as a Client Associate.
Shelby is registered as an Investment Advisor Representative. In her free time, she enjoys anything fitness related, traveling, and learning to fly fish.