Shelbi Phelps-Montgomery serves as a relationship manager at Frontier. Before joining Frontier, she was the director of investment partners at a private banking and investing group. Shelbi received her Bachelor of Science in Business Administration with a concentration in management from Fort Lewis College in Durango, Colorado, where she was heavily involved in various academic clubs and civic organizations. She is actively involved in her church and numerous charitable and community organizations. Shelbi values spending time with her husband and their young son. Additionally, Shelbi enjoys cheering her niece and nephew in varies activities and is an avid racing and sports fan whose hobbies are fly fishing, golfing and tennis. Shelbi takes great pride in providing a high level of care and creating a positive client experience for Frontier's clients and business partners.
“Every event in one's life journey has financial implications. We get to walk alongside our clients through their journey and respond with preparation, navigation or celebration.”
SHELBI PHELPS-MONTGOMERY
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
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