Financial Advisor
260-436-7006
“Let our advance worrying become advance thinking and planning.” – Winston Churchill
“I always get where I’m going by walking away from where I have been.” – Christopher Robin
“God provides both the Seed and the Increase in our lives. My calling is to help my clients figure out what to plant, when to water, and how to harvest as they travel through life.” Nathan Shelton
“What lies behind us, and what lies before us are but tiny matters compared to what lies within us.” – Ralph Waldo Emerson
“Planning is bringing the future into the present so that you can do something about it now.” – Alan Lakein
President
“I’ve actually told clients before, if you work even one more day, you’re only making more money for your children. It’s time for you to get on with your life and start living your dream.” – Jeff Shelton
Client Support
“Not all storms come to disrupt your life. Some come to clear your path…”
Relationship Manager
Jason has been with Shelton Financial Group since 2007, serving as Chief Operations Officer, Chief Compliance Officer, and Financial Advisor over the years.
Amy joined SFG in 1997 as the first full-time employee and has been an instrumental force in the long-term success of the organization.
Chief Operating Officer
“Be Joyful Always, Pray Continually, and be Thankful in All Circumstances” 1 Thes 5:16-18
Tax Services Manager
“Anyone may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one's taxes.” Gregory v. Helvering, 1935
Office Manager
“Be strong and courageous. Do not be afraid; do not be discouraged, for the LORD your God will be with you wherever you go.” - Joshua 1:9
Are you ready to schedule a fit meeting or do you still have questions? Fill out the form below or give us a call to get started!
