GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
Shelby Anderson
Shelby Anderson, J.D., CEPA®, is a Senior Wealth Planner at Clark Capital Management Group. In this role, Shelbyworks closely with clients’ legal and tax advisors to provide client-facing expertise across a wide range of wealthplanning strategies....
ABOUT SHELBY
Shelby Anderson, J.D., CEPA®, is a Senior Wealth Planner at Clark Capital Management Group. In this role, Shelby
works closely with clients’ legal and tax advisors to provide client-facing expertise across a wide range of wealth
planning strategies. She specializes in estate and tax planning strategies, charitable planning, executive and equity
compensation planning, business succession planning, pre- and post-transactional planning, concentrated position
management, and other personal planning strategies.
Shelby received her B.S. in Finance from The Ohio State University and her J.D. from Indiana University. She is a
member of the State Bar of Illinois, Indiana, and Ohio.