SW

Shelby Henderzahs Weicht

Family Office Coordinator at Valeo Financial Advisors LLC

Shelby Henderzahs Weicht has a diverse professional background with a focus on client service and relationship management. Currently serving as the Family Office Coordinator and Family Office Client Service Relationship Manager at Valeo Financial Advisors LLC since October 2021, Shelby has previously held the role of Club Administrator at FC Pride Soccer Club from April 2015 to October 2021, and has also worked as Operations Manager & Business Development Coordinator at FIREBELLY Marketing. At FIREBELLY, responsibilities included nurturing client relationships and managing contracts. Early in the career, Shelby was a Specialist at Apple, connecting business customers with technology solutions. Educational achievements include a Bachelor's degree in Psychology & Business from Hanover College and further studies at Bryant University.

Location

Fishers, United States

Links

Previous companies


Org chart

No direct reports

Teams


Offices


Valeo Financial Advisors LLC

2 followers

Valeo Financial Advisors, LLC 10 W Carmel Drive, Suite 400 Carmel, IN 46032 United States Valeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times. We focus on a client’s entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning. As a result, we strive to provide the peace of mind that only comes from knowing all aspects of your financial life are working well together. All of this for one transparent fee.