Shelby Tatz Shelby, a CERTIFIED FINANCIAL PLANNER™ professional, is responsible for developing and monitoring the overall day-to-day operations of the Family Office, leading the client service team, managing timely client deliverables, while streamlining operational processes. She and her team are dedicated to implementing new services that address the unique and evolving needs of our clients.

With over a decade of experience in client service, wealth management operations, and client planning execution, Shelby began her career at Goldman Sachs in Private Wealth Management operations and relationship management, supporting ultra-high net worth clients including executives, partners, and entrepreneurs. Prior to joining Fiduciary Family Office, she worked for a high-growth fintech start up where she spear-headed the Client Service Model and managed the operations team that while under her tenure enabled the firm to grow to over $1 billion in assets under management in approximately three years.

Shelby earned her Bachelor of Business Administration degree with a major in Accounting and a minor in Economics from the University of New Mexico.