Jeff Shelton
President, Financial Advisor
Matt Fry, CFP®
Vice President of Operations, Financial Advisor
Nathan Shelton, CFP®, MBA, CKA
Vice President of Client Development, Financial Advisor
Brian Nieuwlandt, RICP®
Financial Advisor
Piercen Harnish, CFP®
Financial Advisor
Nathan DeVaux, MBA
Financial Advisor
Stephanie Lee
Financial Advisor
Amy VanMeter
Relationship Manager
Jason White
Relationship Manager
Barb Howell
Client Experience/Event Planner
Jesse White
Service Associate
Coty Terry
Service Associate
Cheryl Blinn
Service Associate
Lauren Jones
Receptionist
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.