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Shelby Penrod

Client Services Assistant

Shelby will be one of the friendly voices on the phone when you call the office. She also assists with opening accounts, maintaining information, transferring funds, and online account access. 

Shelby joined the SIA team in June 2024. Previously, she was an assistant for a Human Resources Amazon team. 

Shelby and her husband, Troy, have a son named Elijah. Outside of the office, Shelby enjoys country dancing and hanging out with friends. She loves puzzles, traveling, and creating memories with her family.  

Southwest Investment Advisors