Our Team
Meet the team who makes it all happen. A team approach that collaborates on a regular basis on your behalf is critical to helping you achieve all that is important to you.
ROBERT SHELTON
Wealth Manager
PRESENT POSITION:
Founder & Wealth Manager
EDUCATION:
Western Governors University, Bachelor's in Finance
CREDENTIALS:
Over 15 years of experience in the finance industry.
JOSH NOLAN
Client Service Specialist
PRESENT POSITION:
Client Service Specialist
EDUCATION:
Utah Valley University, Bachelor's in Financial Planning
HOBBIES:
Nature, playing sports, watching movies and being with family.
BRITAIN BUEHLER
Operations Specialist
PRESENT POSITION:
Operations Specialist
EDUCATION:
Utah Valley University, Bachelor's in Financial Planning
HOBBIES:
Serving others, playing board games and spending time on the family boat.
MADISON PARKER
Marketing Specialist
PRESENT POSITION:
Marketing Specialist
EDUCATION:
Utah Valley University, Bachelor's in Communication with an emphasis in Public Relations.
HOBBIES:
Traveling, movies and spending time with her three cats and dog.
