Mark Shelby, AIF®
CEO & Wealth Advisor
Focus
Mark works with individuals and families on financial planning, retirement strategies, and investment management. With a background in finance and economics, he provides structured guidance to help clients evaluate their financial decisions.
Mark serves clients in Virginia, online and in-person, offering long-term financial strategies and personalized planning tailored to their unique needs. His process emphasizes clarity and informed decision-making, helping individuals navigate various aspects of their financial lives.
Education, Awards & Credentials
Education:
University of Wisconsin – BS in Business Administration (Finance Emphasis)
Certifications & Designations:
- Accredited Investment Fiduciary (AIF)
Outside the Office
When he’s not working with clients, Mark enjoys staying active through CrossFit, rucking, and hiking. He and his wife share a love of traveling and enjoy trying new restaurants and coffee shops. Originally from Chicago, IL, Mark developed an interest in finance early on, tutoring economics and statistics in college.
