Shelby Woodring serves as an Executive Assistant to Samuel Rosner, providing dedicated support to both him and clients through meeting preparation, client communications, and operational assistance. With a background in veterinary medicine and healthcare administration, Shelby brings strong organizational skills, attention to detail, and a client-focused approach to her role. She is passionate about creating a seamless experience for both advisors and clients and enjoys helping ensure day-to-day operations run efficiently.
Outside of work, Shelby enjoys spending time with her husband and their two dogs, staying active, and supporting their family-owned small business.