I bring more than 20 years of people leadership and business operations experience in the healthcare industry. Along my journey, I developed a deep passion for financial education and a desire to help people achieve their goals and dreams. In 2025, I became a Financial Professional with New York Life and a Registered Representative with NYLIFE Securities LLC. to turn that passion into purposeful action.

A lifelong resident of upstate New York, I am proud of our community and deeply invested in helping my friends, colleagues, and neighbors succeed. We are fortunate to live in a beautiful region, with the Finger Lakes, Adirondacks, Thousand Islands, and Catskills all within our state. Outside of work, I enjoy hiking, fishing, camping, and spending time outdoors. I also have a strong love for animals and have adopted and fostered many dogs over the years.

My goal is to understand each client’s hopes and dreams and help build a clear path to get there. Whether you are just starting out, mid-career, or planning for retirement, I work with you to understand where you are today and explore strategies to help you move toward what matters most to you.

In addition to my professional experience and licensing, I hold a Bachelor’s degree in Accounting from SUNY Brockport, have completed financial education training through the National Financial Educators Council, and participated in New York Life’s well-known NYLIC University training program.

I look forward to meeting you and putting my experience, knowledge, and commitment to work for you.

^{*Shelby Mcpherson is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company. 209 High Point Dr., Suite 310, Victor, NY 14564 (585) 314-3987.}