Meet Our Financial Experts Let us introduce ourselves.
Michael Shelton
Lauren
Jessica
Get to Know Our Financial Experts
Our financial experts provide personalized financial guidance and strategies to help individuals and businesses manage, grow, and protect their assets. With expertise in investment management, retirement planning, tax optimization, and estate management, these firms offer tailored solutions to meet clients’ financial goals and aspirations.
We are your like your “family office.” Whether you’re a business owner or a head-of-household looking to make smarter decisions about your money, we’re here for you. Our credentialed professionals work together to create the best strategies for you. This include finding customized ways to help reduce tax liabilities and increase your net worth.
Michael
Michael is renowned as the region’s top consultant for financial needs, specializing in serving Medical and Real Estate business owners. Recognized as a Dave Ramsey SmartVestor Pro and ELP for Tax Services, Michael provides expert guidance. He holds the Chartered Retirement Planning Counselor designation and the Registered Financial Consultant credential. Michael’s appearances on local CBS, FOX, and NBC Affiliates, as well as in The Roanoke Times and Valley Business Front Magazine, have helped him establish a robust network of local strategic partners. An Iraqi Freedom War veteran, Michael actively engages in veterans’ organizations and his church. In his free time, he enjoys family activities with his two daughters, as well as sports and cooking.
Lauren
Lauren joined our team in January 2021 and has since become an invaluable asset. As the primary point of contact at 360 Financial Solutions, she oversees client onboarding for both wealth management and tax services, in addition to strategizing and managing company systems. With 10 years of customer service expertise, Lauren excels in her role as Client Relationship Manager. She holds an MBA in international business from Liberty University, along with dual bachelor’s degrees—a BA in business administration and a BS in economics from the University of Mary Washington.
Jessica
Jessica manages payroll, bookkeeping, and tax preparation for our clients, offering a welcoming presence for inquiries in these areas. She has developed expertise in troubleshooting various issues throughout 360 and is known for her meticulous attention to detail and strong organizational skills, making her an invaluable asset to both the business and our clients. Jessica holds a bachelor’s degree in Business Administration with a concentration in Project Management from Liberty University.
Near Real-Time Bookkeeping
On-Demand Reporting
Financial Consulting Support
Integrated Payroll Services
Quarterly Tax Filings
Estimated Taxes & Returns
The 360 team holds the designation of Registered Financial Consultant (RFC) credential from the International Association of Registered Financial Consultants (IARFC®). Not all financial planner are created equally. An RFC is more than a financial planner — he or she is an accountant with the powerful combination of tax expertise and comprehensive knowledge of financial planning. This knowledge is critical to obtaining the most valuable, objective data-driven advice possible.