Shelby Bouma

Shelby Bouma

She leaves nothing you value to chance - from business risk to personal assets.

Shelby Bouma is a risk advisor with Leavitt Great West, focused on serving high-net-worth households across Montana and beyond. Her work centers on structuring personal insurance programs that align with complex asset portfolios, ownership structures, and evolving risk profiles.

Shelby takes an advisory-first approach to insurance, working closely with clients and their broader advisory teams to ensure coverage is not only adequate, but intentionally designed. Her process emphasizes clarity, efficiency, and early involvement - helping prevent insurance from becoming a friction point during property transactions or a gap in long-term planning.

She works with clients who have:

• higher-value primary and secondary homes

• multiple properties or entity ownership structures

• specialty assets such as collectible vehicles

• a need for elevated liability protection and coordinated coverage

Shelby’s process is intentionally streamlined while remaining highly personalized. Whether gathering information through a simple digital intake or guiding clients through a structured consultation, her goal is to make the experience efficient without sacrificing depth or insight.

Originally from Billings, Montana, Shelby began her professional career in New York City, performing in Broadway-style productions with Disney Cruise Line. She brings that same discipline, professionalism, and attention to detail into her advisory work today.

Outside of the office, Shelby is actively involved in her community through veterans’ outreach and financial literacy programs. She enjoys time with her husband, staying active, and taking advantage of Montana’s outdoors.