Meet the Team
At our practice, we have the client—and only the client—in mind.
The Shelton Group has over 75 years of combined financial planning experience, and provides retirement planning to Dyersburg, TN and the entire country. Today, our multi-generational team in Dyersburg, Tennessee is as dedicated as ever to maintaining the highest standards of service, integrity and discretion that we’ve become known for. Through life’s ups and downs, our team will remain steadfast in our commitment to serving you, your family, and your future.
The Shelton Group is honored to have Cole Shelton, CFP®, CPWA®, EA as a 2024 Forbes Next-Gen Best in State Wealth Advisor!
Cole Shelton, CFP®, CPWA®, EA
Director, Financial Advisor
Cole joined Hilliard Lyons in Dyersburg, Tennessee in 2012 after working in a similar role with Merrill Lynch, then transitioned to Baird in 2019. Cole is a CERTIFIED FINANCIAL PLANNER™ practitioner and specializes in retirement...
Karen Paschall
Financial Advisor
Kristy Miles
Senior Client Specialist
Kristy joined Hilliard Lyons in Dyersburg, Tennessee in 2012 before transitioning to Baird in 2019, and brings over 14 years of financial services experience to The Boehmler-Shelton Group. She earned her Bachelor of Science degree in...
Christy Binkley
Client Assistant
Christy joined our Baird team in March 2021. Her business career started in 2016. She earned her Bachelor of Science degree in Business. Christy serves as a Client Assistant and has proven herself to be a valuable member of our team....
IndiAnn Parker
Client Assistant
We welcomed IndiAnn into our Baird family in January 2022 after graduating from the Haslam College of Business at the University of Tennessee, Knoxville as a marketing major. Her willingness to learn and adapt, has allowed her to...
Published on August 8, 2024. Rankings based on data as of March 31, 2024.