Shelby Penrod provides comprehensive client service support to the advisors at Southwest Investment Advisors, specializing in the preparation, processing, and management of client documentation. She also plays a key role in coordinating and supporting firm events throughout the year, contributing to positive client experience and team engagement.

Shelby joined SIA in 2024, bringing with her a strong background in human resources and customer service. Her experience includes managing employee relations, payroll processes, and delivering exceptional client support across various industries

Shelby is currently studying for her Financial Paraplanner Qualified Professional FPQP™ designation.

Outside of work, Shelby enjoys spending time with her family. She met her husband, Troy, in 2013 while they were both working at Target—he invited her to Winterhaven, and the rest is history. Together, they share a wonderful son, Elijah, who is nine years old and just began fourth grade.