Jeff Shelton

President

Jeff Shelton is the Founder and President of Shelton Financial Group, an independent, local firm specializing in helping clients achieve a work optional lifestyle.  For 25 years, Mr. Shelton has worked directly with pre and post retirees to create, protect, and then distribute, their wealth using the OneLife Formula, a customized Retirement Readiness Scoring program.  Jeff specializes in creating multi-generational legacy plans for clients who recognize their stewardship responsibilities, along with assisting other retirees with their spending and giving planning..

Al Lindsten, CFP®

Financial Advisor

Al specializes in serving business executives seeking sophisticated investment and life planning as well as other professionals in or approaching retirement. Al came to Shelton Financial Group after a successful career with General Electric Company in operations management and financial analysis. He began his career with GE after graduating from Wheaton College with a B.A. in Economics (1977). While at GE, he completed an MBA in Finance and Accounting from Kellogg Graduate School of Management, Northwestern University (1985). Al is also a graduate of GE’s Financial Management Program (FMP).

A passion for personal financial planning lead Al to earn his CFP® designation in 2010. He also is Series 7 and 66 registered through USA Financial Securities. Al is licensed for Life, Accident and Health Insurance as well as Long-Term Care. His desire is to help clients pursue their goals and objectives.

Outside of work, Al has been involved in Junior Achievement as an instructor, Fort Wayne Community School’s Study Connection and community projects such as Paint-a-thon and United Way Day of Caring. He also served on the board of Chandler’s Landing neighborhood association and is a member of Brookside Church. Al enjoys tennis, gardening, reading and spending time with his family. He currently resides in Fort Wayne with his wife, Jan.

Brian Nieuwlandt, RICP®

Financial Advisor

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.

Matt Fry, CFP®

Financial Advisor

Matt came to Shelton Financial Group in February 2017 with over 8 years of financial planning experience. He specializes in helping teachers and manufacturing professionals create a customized roadmap through their financial lives, as well as other working-class families interested in robust financial planning.

He graduated from Indiana University (IPFW) with a B.A. in Business Finance and Management (2008). While working towards his degree, Matt was also captain of the men’s golf team, which earned him the Cleveland Golf All-America Scholar award in 2006. A strong desire to build long-lasting relationships with his clients and help them pursue their financial goals is what led Matt to Shelton Financial Group. In 2014, that desire also drove Matt to fulfill the requirements to become a CERTIFIED FINANCIAL PLANNER™ practitioner.

Matt is Series 7 and 66 registered through USA Financial Securities Corp. Matt also holds his life and health insurance licenses. Outside of work, you will find Matt on the golf course or at home spending time with his family and friends. Matt has also participated in several Young Leaders of Northeast Indiana events and was part of the 2015 graduating class of the YLNI Leadership Institute. Matt lives in Fort Wayne with his wife, Brandy, and their two sons, Owen and Ethan.

Nathan Shelton, CFP®, MBA 

Financial Advisor

Nathan Shelton joined Shelton Financial Group in 2017. Nathan specializes in providing faith-based, or biblically responsible, investments and financial planning solutions for business professionals focused on preparing for retirement.

Nathan earned his Bachelor of Science in Finance from Taylor University and Master of Business Administration in Personal Financial Planning from Indiana Wesleyan University. He currently holds the Certified Financial Planner™ (CFP®) designation and is a member of Kingdom Advisors (KA) where he holds their Certified Kingdom Advisor (CKA) designation. KA is an organization of Christian financial advisors seeking to integrate their faith with their practice. 

Nathan has taught public classes on Social Security, IRAs/401(k)s, Retirement Income Planning, Taxes in Retirement and Biblically Responsible Investments. He is one of Dave Ramsey’s SmartVestor Pros, making him part of a select group of advisors in the country endorsed by Dave Ramsey. Locally, Nathan is a board member of the Bluffton Rotary Club and a member of Young Leaders of Northeast Indiana.

Outside of work, Nathan, and his wife Anna, enjoy board games and outdoor activities. Nathan has traveled extensively for mission work to Ghana, West Africa for leadership training, Stellenbosch, South Africa for sports ministry and to the Greek Isle of Lesvos where he served in a Syrian refugee camp. Nathan is a member of Hope Missionary Church. He is also involved in a multitude of sports, especially those that include his younger siblings. Nathan’s other passion is working on his family’s farm, caring for a variety of livestock, including their herd of camels.

Status as a Dave Ramsey SmartVestor Pro does not imply a certain level or skill or training

Piercen Harnish, CFP®

Financial Advisor

Piercen Harnish is a financial strategist for high-income emerging investors seeking dynamic financial planning in addition to pre-retired and retired individuals.

Piercen came to SFG in 2018 upon graduating from the University of Saint Francis with a B.S. in Business Finance. At USF, he had the opportunity to play football and win back-to-back National Championships. He was a two-time Athletic and Academic All-American and William V. Campbell Trophy finalist (“Academic Heisman”). He was the first Cougar football player to become a four-time, first-team All-Conference selection.

Piercen had the opportunity to intern with Ash Brokerage in Fort Wayne. This experience provided a chance to work with business professionals in the insurance and annuity world. He currently holds the Certified Financial Planner™ (CFP®) designation.

Piercen is a regular host of the popular local PBS program Super Achiever.

He has also become an integral part of SFG’s Investment Advisory Team by providing deep analysis of newly developed investment models and products.   In addition, Piercen provides a higher level of service to his clients by using retirement planning tools like Your Money Mind, Honest Conversations, eMoney, and Priority Action List.

Piercen is passionate about faith/work integration. He is committed to helping clients integrate their faith with their investments. Outside of work, you can find Piercen spending time with his wife, Arissa, their two sons, Jaxson and Madden. Piercen and Arissa are happy to announce that they will be adding a little girl to their family in March of 2022.

Dan Easley

Chief Operating Officer

Dan became the Chief Operating Officer of Shelton Financial Group in 2014 after serving as Director of Asset Management since his arrival in 2008. In addition, he is teaming up with Nathan Shelton and working with Nathan’s clients as their Relationship Manager.

Dan has over 25 years of leadership and management experience. These experiences expand over the industries of investment, information technology, and healthcare.

Away from work, Dan enjoys spending time with his family; this includes his wife Alice, their four children, two daughters-in-law, and three grandchildren. His personal interests include beekeeping, distance swimming, and exploring & expanding his Christian faith with close friends and family.

Amy VanMeter

Relationship Manager

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. Amy has served in many roles for the company over the years; currently serving as the Relationship Manager for Jeff Shelton’s clients. Amy has a deep level of understanding regarding the processes and systems used by SFG and uses that knowledge to assist Jeff and the clients that he serves.  Amy strives to build a unique relationship with each client she works with and hopes to make them feel like they are the ONLY client of the firm.  Amy is series 6 and 63 securities registered, along with Life, Accident, Health and Long-Term Care insurance licensed.  Amy and her husband Greg have three children and recently moved to Fort Wayne after being a lifelong resident of Wells county.  Amy enjoys reading, crafting and spending time with her family.  Amy’s future goals are to travel more and work less; once she knows her retirement “bucket” is full enough.

Jason White

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. He is now serving as Relationship Manager and Ambassador. Jason is a 6, 63, and 65 registered non-solicitor through USA Financial Securities. Jason has a bachelor’s degree from Eastern Illinois University and a master's from Winebrenner Theological Seminary. He and his wife, Jesse, have four children and live in Zanesville. Jason enjoys spending time supporting his children’s activities, gardening, and playing tennis.

Brandee Nees

Relationship Manager

Brandee joined Shelton Financial Group in 2021 and is the Relationship Manager for Brian Nieuwlandt’s clients. In addition, she also works for the service team preparing forms, processing service items, and generating reports.   She has been in the financial industry for 5 years and holds a Life Insurance license.  Previously Brandee worked in Phoenix, Arizona, where she specialized in annuities. Outside of work, Brandee loves spending time with her fiancé, Tyler, spoiling her nieces and nephew, playing softball, and spending time with her family and two fur babies, Oakley and Diesel.

Amy VanMeter

Relationship Manager

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. Amy has served in many roles for the company over the years; currently serving as the Relationship Manager for Jeff Shelton’s clients. Amy has a deep level of understanding regarding the processes and systems used by SFG and uses that knowledge to assist Jeff and the clients that he serves.  Amy strives to build a unique relationship with each client she works with and hopes to make them feel like they are the ONLY client of the firm.  Amy is series 6 and 63 securities registered, along with Life, Accident, Health and Long-Term Care insurance licensed.  Amy and her husband Greg have three children and recently moved to Fort Wayne after being a lifelong resident of Wells county.  Amy enjoys reading, crafting and spending time with her family.  Amy’s future goals are to travel more and work less; once she knows her retirement “bucket” is full enough.

Susan Carey

Office Manager

Susan is the Office Manager for Shelton Financial Group, managing the bookkeeping, human resources, financial reporting, business analysis, and client events. Susan has more than 20 years of experience in the investment industry.

Susan lives in Selma with her husband, Mike. She enjoys running, hiking, and biking, and spending time with her three grown children and three grandchildren (ask her about her twin grandkids).

Lindsay Stipp

Client Support Liaison 

Lindsay came to SFG in 2010 and has over 10 years of experience in the financial industry. She currently works on the service team preparing forms, processing service items, and generating reports. Lindsay is a Series 6 & 63 registered non-solicitor through USA Financial Securities. Outside of work, Lindsay spends time with her many fur babies. She loves anything that involves sports, as she was a student athlete at Taylor University, and is very passionate about animal rescue.

Mary Ferrick

Client Support

Jill Shelton

Jill has been a steadfast supporter of Jeff through the years of marriage, kid raising, and business building. She is consistent in answering any call for help that the SFG staff may have, even if it means bringing in her famous chocolate chip cookies. Jill loves spending time with the office staff, but it doesn’t compare with how much she adores her family and the quality time spent with them. She enjoys making family dinners, sitting around campfires with friends, and growing her faith through Bible Studies. Jill is enjoying the transition in life with 2 adult kids and 2 high school/college-aged kids, in addition to being very excited to meet her and Jeff’s first grandchild in February of 2022.

Barb Howell

Barb came to work at SFG in 2008 and has been the front desk receptionist for the past 13 years.  She is now semi-retired in a “Work Optional” position for SFG to allow her more time to spend with her family. She will continue to assist in an administrative role helping with various projects and marketing events.

Quinn Bates

Receptionist

Quinn joined the Shelton Financial Group staff at the beginning of September in 2021 but has not been a stranger to the SFG Family prior to employment. After marrying Conner Bates, she retired her Shelton last name in September 2020. Quinn had plans to continue her education in Physical Therapy Doctorate School but felt God pulling in a different direction. She followed that pull back to The SFG family.

She currently lives in an old farmhouse in Uniondale with Conner. Most of their spare time is used for building, remodeling, or fixing something on their sweet-old home. On the rare occasion that they get out of the house, they enjoy going to church, being outdoors, spending quality time with family, or playing pickleball.