LinkedIn profile

Shelly Chase

Client Service Administrator

What Makes Me Human

Shelly is our Client Service Manager. She has been with Human Investing since 2010. A graduate of George Fox University, she is dedicated to learning all she can about her clients, and applying it to their financial planning and wealth management strategies. She has a family of four, although when her boys bring their friends over it can expand well into the double digits. Shelly and her husband put all they can into their 401k accounts – her philosophy is “what we don’t see, we won’t spend.” They are also working on saving for their kids’ college: they want to be able to support them so they won’t have to worry about loans after school.