Shelby Potz-Nielsen, CFP®

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 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.

Shelby Potz-Nielsen, CFP®

Vice President – Client Specialist & Portfolio Manager

Dallas, TX



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