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CurrentOur founder, Jeff Shelton, joined the financial services industry over 25 years ago. He began our firm with the belief that there’s simply a better way to help people enjoy their wealth. Through his enlightened philosophy on financial planning and commitment to our firm’s core values, Jeff has grown our firm to help clients in Fort Wayne, Indiana and all across the country find financial independence.Our multi-generational firm takes a team approach to addressing your biggest financial concerns by combining the perspectives of our youngest advisors with the experience and wisdom of those team members who have been with us since the beginning.