“Planning is bringing the future into the present so that you can do something about it now.” – Alan Lakein
Brian is a Financial Advisor for Shelton Financial Group. He specializes in working with manufacturing executives 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 with 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, 7, 63 and 65 registrations through Kestra Investment Services. Brian also holds the RICP® designation as a Retirement Income Certified Professional® and is licensed for Life, Accident and Health Insurance as well as Long-Term Care.
Brian has over 18 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 enjoys traveling and spending time with his wife, Amy, two children and four grandchildren. He also enjoys golfing and playing guitar in his family band. Brian has a strong faith and passion for participating and volunteering at St. Vincents Catholic Church.