Meet The Team: Announcing Todd SheltonSubmitted by Stone House Investment Management, LLC on February 13th, 2017
We are very excited to announce the addition of our newest member to our Stone House team, Todd Shelton. With a focus on retirement planning for Procter and Gamble employees, Todd will be working with clients right in his hometown community as an Investment Advisor Representative. We are happy to share Todd’s journey to joining Stone House, in his message below.
Having worked for Procter and Gamble for over ten years in their Cape Girardeau plant, I have been fortunate to build a successful career in the manufacturing industry with an outstanding company. Throughout my time at P&G, I have held various positions, from my early days as a Process Engineer to more recently leading an operations department. This background, along with my work ethic and passion for coaching, is what drew me to have an interest in financial planning.
Regardless of our job titles, we have all worked hard to build a rewarding career. In my most recent leadership role at the plant, I found myself looking at my peers and wanting to make sure they each had the ability to find success within their career, and also when the time came to leave the plant behind.
There was never a more opportune time for me to meet John Burke, who was working near the Mehoopany plant in Pennsylvania. When I learned that John had worked for P&G in a similar capacity as myself, and was still able to become a financial advisor, I knew that his role was ideal for me. John’s firsthand experience with the retirement options available to P&G employees, combined with a top-notch financial firm like Stone House, has led to an impressive practice comprised of many of the people John worked alongside for years within the plant. Now I am working to do the same; here in my hometown.
As the Cape Girardeau community holds a special place in my heart, I am thrilled to be a member of the Stone House team; helping those that are right in my local area. Finding a firm that was founded in a very similar community to Cape Girardeau, and finding founders that share the same values as I do, makes this career shift even more meaningful. The firm is small enough to provide personal service, and experienced enough to help clients successfully work toward their goals. As independent Registered Investment Advisors, they are not limited in what they can show their clients.
This long-term decision allows my family to let our roots grow even deeper in our community, while enabling me to pursue a career that I couldn’t have imagined. I am looking forward to helping clients achieve their goals, while they help me achieve mine.
Building a financial advisory business made up of selective clients takes patience, time, and dedication. I am thrilled to say that I am finally positioned to do this and I am equally excited to at least talk with you to see if what Stone House and I offer would be a good fit for you. Please reach me by email, at TShelton@StoneHouseMail.com, or by phone, at (573) 271-2223.
At Stone House, our team is your team!
Stone House is not in any way affiliated with Procter and Gamble. P&G is a registered trademark of Procter and Gamble