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Shelby made the topic of retirement and financial planning so simple and easy to understand. I was able to walk away from the meeting with so many answered questions. Before my meeting with Shelby, I had no idea where to start or what to work towards for my retirement. I definitely recommend Shelby to whomever may be looking for some financial advise and planning.

Kendranique Brown, Family Nurse Practitioner

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I was thoroughly impressed with Shelby during our initial meeting. He’s extremely knowledgeable and professional. He made me feel comfortable in reviewing my finances and developing a plan to reduce debt, save, budget and goal planning. I’m looking forward to working with him as we move forward in the process. I highly recommend scheduling an appointment with Shelby to see how he can help you reach your financial goals.

Loren Brown, Registered Nurse, BSN

Without doubt Shelby is truly God sent. Very knowledgeable, patient, and will explain everything. He worked very diligently to comprise a great plan for my family. My husband and I without doubt would recommend Shelby to anybody out there. Getting a head start on financial success is a key to a better future. Thank you Shelby.


Sincerely, The Brooks.

Ericka Brooks (& family), Patient Care Technician at UTSW Zale Lipshy

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I cannot recommend Shelby enough! He is very knowledgeable about his field and was able to explain things to me in a way that I could understand. We sat down and talked about my long term and short term goals for my finances and ways that I could achieve these goals. He is always available to me when I have questions or new things arise. He never has pressured me into doing anything that I felt uncomfortable with, but most importantly for me he is always encouraging. You can tell that he truly does want to see everyone that he encounters meet their financial goals and experience financial freedom. I did not know him before our consultation but I sure do wish I had met him years ago! Thanks Shelby!

Codi Rhear, Nurse Practitioner at Cancer Treatment Centers of America

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Without doubt Shelby is knowledgeable and professional and explains everything in detail. He gave good insight on the plan and genuinely takes interest in the situations and helps to make financial goals. Highly recommend. Thank you Shelby

Shifa Bhamani, Registered Nurse at Emory University Hospital


I have used Shelby's guidance and help in various insurance and investment opportunities over the past two years. I am a veterinarian and was coming from no financial/accounting/business background (as we don't have these courses in general with our degrees). Thus was concerned about getting lost in all of the lingo and choosing the wrong options for myself. Shelby was extremely understanding and sat down with me on multiple occasions to explain any and everything I didn't understand. By the end of our conversations, I felt relieved, much more knowledgeable about my own situation and best ways to move forward. This included some changes to my current financial investments and opened my eyes to so many untapped resources I didn't even realize I had! I had thought I had a decent grasp on my finances and savings until Shelby educated me on how to maximize my benefits with simple changes. I look forward to continue working under Shelby's guidance and highly recommend him to any and everyone, no matter their financial situation!

Sarah Scott, Owner/Veterinarian at Scott Mobile Veterinary Services, LLC