Shelby DeLoach

Shelby moved to Denver from Dallas in 2002 and has been with our organization for 20 years.  She has worked in the financial services industry since graduating from Texas State University in 1999 with a B.A. in Business Management.

As a Practice Manager, Shelby works closely with Brian on preparing all client reviews, coordination and execution; every part of our process is a team effort. 

In addition, Shelby is responsible for all insurance and investment implementation, which includes: new business, trading, maintaining and servicing all accounts.