Brian is a Financial Advisor for Shelton Financial Group. He specializes in working with manufacturing executive and employee families seeking robust financial planning to create future income streams as well as those in the teaching profession seeking options for retirement.
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 pursue their financial goals and personal objectives. Brian holds his Series 6 and 63 registrations through USA Financial Securities. 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 spending time with his family. He resides in Northeast Indiana near Harlan with his wife, Amy.