My start in the financial industry was the result of combining a passion and a need. For as long as I can remember, I’ve had an interest in the investment world. So when a close friend asked me if I’d be interested in interviewing at his financial firm, I jumped at the opportunity to use my passions and skills to help people with their finances.
Three Decades Later…
I earned a bachelor’s degree in business administration and management from Ball State University and soon after started working as a financial advisor. After a handful of years, I decided to found my own firm, Shelton Financial Group, with the goal of helping people plan smart so they can live well. Since 1996, I have served as founder and president. I spend my days working with pre- and post-retirees, helping them create, protect, and distribute their wealth through a customized plan. I especially love to create multi-generational legacy plans and charitable giving plans for clients who want to steward their money well.
I’ve been doing this job for a long time, which means I’ve encountered plenty of ups and downs along the way. As anyone who’s ever reneged on a New Year’s resolution knows, working toward long-term goals is not easy! Since my job is to help people pursue their ideal financial future, it can be difficult to motivate them to stay on track toward those goals when that future seems so far off. On the flip side, one of my favorite parts of the job is witnessing my clients reach their goals and experience their retirement dreams. I love getting postcards or messages from clients who are traveling, pursuing hobbies, or investing in their grandkids, just like they wanted to.
What Do You Need?
I work hard every day because I know my clients need me. I am their financial personal trainer and money coach and am there cheering them on, advocating for them, and supporting them no matter what life throws their way. If your financial life needs the personal touch Shelton Financial Group provides, I’d love to chat to see if we’re the right fit. Reach out to us at 260-436-7006 or schedule your free 30-minute Fit call online.