Shelby Clements, CFP®, CPA

Lead Advisor | Austin | 737.787.3958

How do I help clients live a richer life?
As the Personal CFO to our clients, it is my goal to listen and understand what is most important to each client. My team and I then craft a plan to help the families we serve feel secure and empowered to pursue what is most important. Family, friends, causes, passion projects, travel. These are the building blocks of a richer life. When we feel secure and understood we can pursue what truly matters, we can pursue a richer life.

How do I spend my time outside of Brighton Jones?
Outside of Brighton Jones I love spending time with people I care about and who can make me laugh. That includes my fiancé, my friends, and my family. I love to be active as well rollerblading, playing pickleball, lifting weights, and doing yoga. In my recovery time I like to read, listen to podcasts, and see comedy shows. I’m most known for having friends over for a home cooked meal and sauna where we solve all the world’s problems.