With 34 years in the financial services industry – the last 27 spent as a Senior Financial Advisor at a large financial services company – Keith brings a wealth of knowledge and experience to his client relationships. Soon after bringing on his son, Sam, as his partner 8 years ago, they began to discuss in earnest the merits of forming a Registered Investment Advisory (RIA) firm to better serve their clients. After several years of planning, that vision became reality in May of 2021 when Shelton Wealth Management was formed.
As Co-Founder and Senior Managing Director of SWM, Keith is able to continue offering the same level of personalized service to his clients that he has for more than three decades, while being able to offer more products, services, and flexibility, and holding himself to the industry’s highest standard as a fiduciary for his clients.
Outside of the office, Keith is active with his church in Fort Worth as an Elder, and he and his wife, Lana, enjoy spending time with their 4 children and 4 grandchildren.
After 8 years as a Financial Advisor at a large financial services company, Sam became the Co-Founder and Managing Director of Shelton Wealth Management in May of 2021. While those years gave him valuable experience, it also stoked his desire to take his practice to the next level for his clients. Sam’s desire to serve our clients in a fiduciary capacity requires us at Shelton Wealth Management to put our client’s interest above our own, and is at the core of all he does for our clients.
As Managing Director, Sam’s responsibilities range from collaborating with Keith on investment decisions for clients, to advising clients on their investment strategy and implementation, to the execution of SWM’s day to day operations.
Sam, his wife, Staci, and their two daughters and one son live in Aledo, TX, where they are very involved with their local church and community.
As Chief Compliance Officer and Vice President of Operations for Shelton Wealth Management, Justin leverages more than 13 years of experience in operational roles at a large financial services company to help SWM deliver a smooth and efficient client experience, while also managing SWM’s regulatory and compliance requirements.
From coordinating activities to serve a variety of client needs, to working with SWM’s 3rd party partners on operational matters, to assisting the Directors of SWM in business planning and execution, Justin’s knowledge of the inner workings of the advisory services industry make him a vital contributor to the success of SWM and its clients.
Justin lives northwest of Fort Worth with his wife, Robin, and their daughter, where they enjoy hiking and being outdoors.
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