Shelby is the Administrative Coordinator for Formidable Asset Management and has been associated with the team since 2019. A role that is at the heart of the firm, she is often the first point of contact for the clients.
Serving as an invaluable member of the company, Shelby wears a hat of many trades and is dedicated to serving clients in a positive and thorough manner and ensuring their satisfaction. She focuses on assisting clients and advisors, preparing and executing correspondences, ensuring Formidable’ s day-to-day operations run as smoothly as possible, and that requests and tasks are done properly and promptly. She enjoys working closely with clients, getting to know them, serving as the go-to for many by helping them navigate the firm’s resources.
In addition to her responsibilities, Shelby also has an active hand in the coordination and implementation of events and other various projects within the firm. She assists in coordinating everything from advisor’s schedules to organizing vendors for the office.
An alumnus of the University of Cincinnati, she received a Bachelor’s in Communications as well as her Associate in Arts and Science. Shelby has a background in customer service, sales & marketing, and client relations.
Currently residing in the Cincinnati neighborhood of Oakley, Shelby enjoys trying new restaurants, cooking, and staying active.