Shelby Tolle

Shelby Tolle

Cambridge Source Office Assistant, Branch Support and Supervision

Direct Line: 641-209-8426

Through a partnership with our independent broker-dealer, Cambridge Investment Research, Inc., we have access to a team of virtual office assistants who allow us to spend more time with our clients by taking on some of our administrative tasks. Shelby Tolle joined Cambridge in 2020 and has nearly five years of experience in customer service. In her current role, Shelby assists financial professionals with administrative responsibilities including account management, reporting and planning, communication, and client management. Shelby received an Associate of Applied Science degree from Southwestern Community College. She currently lives in Ottumwa, Iowa, where she enjoys reading, writing, and spending time with her friends and family.