As an advisor at Durbin Bennett, Shelby works with clients to develop customized strategies to help them achieve their financial goals and objectives.
Prior to Durbin Bennett Private Wealth Management, Shelby worked as a Business Valuation Analyst at an accounting firm in Louisville, Ky. In that role, he performed business valuations and analyzed the operations of numerous companies in industries such as manufacturing, energy, equine, professional services, and hospitality. He has experience performing business valuations in a variety of contexts including gift and estate tax, mergers and acquisitions, and divorce litigation.
Shelby earned his Bachelor of Business Administration in Finance and Bachelor of Science in accounting from the University of Kentucky. He is a Certified Public Accountant (CPA) and a Certified Financial Planner™ professional.
He loves staying active, seeing comedy shows, and learning new things. His guilty pleasure is watching Law and Order, but whose isn’t?