Jeff is the President of Shelton Financial Group Inc., an independent, locally owned retirement planning and asset management firm. In addition to his firm management responsibilities, Jeff serves in a Financial Advisor role for his clients. He specializes in wealth management and retirement planning issues. Jeff has over 24 years of experience in the financial services industry. Check the background on this investment professional on FINRA's BrokerCheck.
Dan is the Chief Operating Officer of Shelton Financial Group. He comes to the role having served six years as Shelton’s Director of SFG Asset Management where he oversaw custodian relationships, trading platforms and client account administration. Dan has more than 20 years of management experience including leadership roles in the investment, information technology and healthcare industries. Check the background on this investment professional on FINRA's BrokerCheck.
Jason is the Chief Compliance Officer for Shelton Financial Group, responsible for overseeing the entire compliance program for SFG. Jason is Series 6 and 63 registered through Comprehensive Asset Management & Servicing, Inc. He also hold his Series 65 and his Life license for Indiana. Check the background on this investment professional on FINRA's BrokerCheck.
Al came to Shelton Financial Group after a successful career with General Electric Company in Operations Management and Financial Analysis. He began his career with GE after graduating from Wheaton College with a B.A. in Economics (1977). While at GE, he completed an MBA in Finance and Accounting from Kellogg Graduate School of Management, Northwestern University (1985). Al is also a graduate of GE’s Financial Management Program (FMP).
A passion for personal financial planning lead Al to earn his CFP® designation in 2010. He also is Series 7 and 66 registered through Comprehensive Asset Management and Servicing, Inc. Al is licensed for Life, Accident and Health Insurance as well as Long Term Care. His desire is to help clients achieve their goals and objectives.
Outside of work, Al has been involved in Junior Achievement as an instructor, Fort Wayne Community School’s Study Connection, and community projects such as Paint-a-thon and United Way Day of Caring. He also served on the board of Chandler’s Landing neighborhood association, and is a member of Brookside Church. Al enjoys tennis, gardening, reading and spending time with his family. Al resides in Fort Wayne with his wife Jan. Check the background on this investment professional on FINRA's BrokerCheck.
Brian is a Financial Advisor for Shelton Financial Group. Brian’s quest to be an Investment Advisor Representative began from his own interest in financial investing and was fueled by his desire to help others achieve their personal financial goals and objectives. Brian holds his Series 6 and 63 registrations through Comprehensive Asset Management and Servicing, Inc. Brian also holds his Series 65 and is licensed for Life, Accident and Health Insurance as well as Long Term Care.
Brian came to Shelton Financial Group with four years of financial services experience and 20+ years of management experience with an industrial printing firm. He attended IPFW for electrical engineering and is a graduate of Woodlan High School.
Outside of work, Brian participates in the Football Boosters Club at Woodlan High School, attends St Michael Catholic Church, and serves on the parish council. For several years, he volunteered with PAL Football Program in Fort Wayne and the Dekalb County 4-H Horse and Pony Club. Brian enjoys golfing, horseback riding and family time. He resides in Northeast Indiana near Harlan with his wife Amy. Check the background on this investment professional on FINRA's BrokerCheck.
Bill is the Portfolio Manager of SFG Asset Management. He began his career in the financial services industry in 1988 as a stock broker for Merrill Lynch. Bill has been successfully designing and implementing strategic Asset Management models since 1994. Bill also holds several designations including the Certified Fund Specialist (CFS) and Certified Annuity Specialist (CAS).
Lindsay is a Relationship Manager for SFG clients and part of the SFG Client Service team. Lindsay has 7 years of experience in the financial industry. She is the contact person for clients of Al Lindsten and also helps coordinate our marketing projects. Check the background on this investment professional on FINRA's BrokerCheck.
Susan is the Office Manager for Shelton Financial Group. Susan has more than 10 years of experience in the investment industry. She is a Series 7 and 63 Registered Representative of Comprehensive Asset Management and Servicing, Inc. Check the background on this investment professional on FINRA's BrokerCheck.
Barb is the receptionist for Shelton Financial Group. In many cases, she is the face and voice of SFG. She also serves as the Policy and Procedure Coordinator, overseeing new business processing. Barb also coordinates many of our marketing events.
Amy is the Project Manager for SFG Asset Management. She has 17 years of experience in the investment industry. Amy is a Series 6 and Series 63 Registered Representative through Comprehensive Asset Management and Servicing, Inc. She holds her Life, Health & Accident, Property & Casualty and Long Term Care licenses. Check the background on this investment professional on FINRA's BrokerCheck.
Aleta is a Relationship Manager dedicated to supporting Brian and his clients. She brings to her role more than 17 years of experience in the financial services industry. Aleta serves as the point of contact for Brian’s clients providing day to day support and file oversite for more than 200 households. She holds both the Series 6 and 63 registrations as well as a Life, Accident and Health license. Check the background of this investment professional on FINRA's BrokerCheck.
Amy joined Shelton Financial Group in the spring of 2015. She brings 20 years’ experience in the financial industry, primarily in the areas of accounting and customer service. Her principal roles with SFG focus on trading, cashiering, review preparation and custodial relationship maintenance. Amy attained a BS in Economics and Business Management from Huntington University; additionally, she is licensed in Property and Casualty Insurance. In her free time, Amy enjoys outdoor activities, church and community involvement, and especially spending time with her husband and young adult children. She is an avid supporter of their athletic, artistic, and academic endeavors.