
Shelby Green
Founder & Financial Professional
Being born into poverty, I have a strong respect for finance. Growing up, I didn’t have a bad life, but I definitely didn’t have it easy. My parents divorced when I was around 12 years old, and this began to make things pretty shaky as I was going into my middle school years. I saw how my family struggled when times were tough, and it made me more passionate to learn about finance. I believed that studying finance would help me and those I’m affiliated with avoid financial struggles. So, I went to the school of USC-Aiken and earned a bachelor’s degree in finance.
My parents gave me a strong sense of what to prioritize, but even though they retired in their early 60s, they ended up going back to work in their 70s due to insufficient planning. This is a reality I strive to prevent for every health professional I work with. I strive to ensure that no one I serve faces the hardship of outliving their savings or being forced back into work during retirement.
I specialize in helping healthcare professionals secure their financial future with confidence. Whether it's managing student debt, ensuring a stable income, protecting assets, or planning for unexpected costs, I take a personalized approach to understand what matters most to each one of my clients. My mission is to provide the guidance and strategies needed so they can focus on their careers and personal lives without financial stress.
Financial security in healthcare isn’t just about numbers—it’s about empowering individuals with the knowledge and resources they need to make informed decisions. I’m here to help healthcare professionals make informed decisions so they can achieve their financial goals and continue providing excellent care without the fear of financial uncertainty.