Shelby Heflin

Associate Wealth Planner

Shelby is our Associate Wealth Planner. She assists with the onboarding of new client relationships in addition to providing support to the Wealth Advisor and current clients. Shelby received her Bachelor of Business Administration and is working towards becoming a CERTIFIED FINANCIAL PLANNER™ professional. When she is not working, Shelby enjoys spending time with her close family and friends. She also enjoys exploring outdoors, hanging out with her fur baby, Lenny, reading, and watching sappy love movies.

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Compass Capital Management, LLC, a Registered Investment Advisor. Cambridge and Compass Capital Management, LLC are not affiliated. This communication is strictly intended for individuals residing in the states of AL, AR, CA, CO, DE, IA, KS, KY, MA, MO, OH, OK, OR, SD, TX, UT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

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