Edge Capital Group
CLIENT ACCESS

Shelby Potz-Nielsen, CFP®

  • Vice President, Client Specialist
  • 214-432-8021
  • spotznielsen@edgecappartners.com
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Shelby is a Vice President with Edge Capital and her responsibilities are twofold, as a Client Specialist and Portfolio Manager. 

As a Client Specialist, Shelby provides fundamental support in all phases of client engagement, client relationship building, operations, administration, consolidated reporting, and account maintenance.  As a Portfolio Manager, Shelby works to help oversee portfolios, implementation, and trading, and communicate actions to clients.

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. 

Prior to joining our firm in 2022, 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.

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My passion is to bring joy to every situation in life. Edge provides the ability for me to fulfill my passion by helping clients, colleagues, family, and friends pursue their aspirations. As a Client Specialist and Portfolio Manager, I aim to simplify their full financial picture by aligning their wealth with their mission.

-Shelby Potz-Nielsen, CFP®
Vice President, Client Specialist

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SCS Financial, Focus Partners Family Office and OCIO, is a leading wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS offers fee-only advice designed to put client interests first and help wealthy families and institutions feel secure and confident in their financial futures. Priding itself on its steadfast client-focused approach, SCS believes all clients benefit from its integrity in helping them pursue their personal objectives. SCS provides an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management and private investments, and a powerful technology platform. SCS manages over $32 billion in assets, measured as of September 30, 2024, and is a dedicated Family Office & Outsourced Chief Investment Officer (OCIO) business line of Focus Financial Partners. SCS is headquartered in Boston, and with the addition of Edge Capital, further expands its nationwide presences holding additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Providence, Tampa, and West Palm Beach.

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