Shelby Potz-Nielsen, CFP®
Vice President – Private Client Group
Shelby joined SCS Financial as part of its acquisition of Edge Capital in 2025 and is a Vice President in the Private Client Group.
Shelby’s primary focus is delivering exceptional service and support to clients and advisors at every stage of the wealth management journey. As a dedicated liaison with our custodians, she ensures seamless transitions for new clients and provides ongoing support to strengthen relationships. Shelby also provides support in portfolio allocation and the financial planning process, working closely with advisors to align investment strategies and plans with client goals. Her commitment to excellence and attention to detail ensure a positive and productive experience for all.
Shelby has roots in Canada and grew up in North Texas. She graduated from Texas A&M University earning a Bachelor of Business Administration degree in Finance and a minor in Human Resources Development.
She obtained her CERTIFIED FINANCIAL PLANNER™ certification in 2019.
Previously, Shelby worked for UBS Financial Services for 9 years as a Client Service and Wealth Strategy Associate.
In her free time, Shelby enjoys traveling and live music, is an active member of OrangeTheory, and loves spending time with her nieces and nephews.
