Meet Our Team

The SHJ Team

The SHJ Wealth Advisors wealth management team is comprised of multigenerational Certified Financial Planner™ professionals and financial specialists. Together, they bring the utmost expertise to help your financial plan thrive at all stages of life.

Financial Advisors

Our team of Certified Financial Planner™ professionals are asset management and financial planning experts. They work together to build sound financial plans and investment strategies for our clients.

Lawrence E. Howes, MBA, CFP®

Lawrence E. Howes, MBA, CFP® has dedicated his career to focusing onbecoming an expert of the U.S. and global economies. Larry invests an enormous amount of energy to transform his knowledge into actionable information for investment portfolios.

ABOUT LAWRENCE

Joel B. Javer, CLU, CFP®

Joel Javer, CLU, CFP® has spent nearly 50 years making complex financial information and investment strategies easy to understand. Joel shares sound financial advice with clients, colleagues, friends and even nonprofits.

ABOUT JOEL

Karlton D. Childress, CFP®

Karlton D. Childress, CFP® places a significant amount of emphasis on looking at the big picture when it comes to financial planning and investing. When clients have a good understanding at a high level, they are able to make confident decisions, worry less about finances and start enjoying life more.

ABOUT KARLTON

Harold W. Kirschner, MBA, CFP®

Harold W. Kirschner, MBA, CFP® is a born problem solver and continually finds unique solutions to complex challenges. Harold applies his natural ability to each financial plan and investment strategy he creates.

ABOUT HAROLD

Melissa J. Baldwin, CFP®

Melissa Baldwin, CFP® believes financial planning and investing should be understandable. She works diligently to guide clients to sound financial decisions over the course of their life so they can feel confident and secure in their finances. Melissa thrives when working on clients’ financial plans and enjoys helping clients to celebrate every time one of their goals is achieved.

ABOUT MELISSA

Claire Schulte, CFP®

Claire Schulte, CFP® is passionate about marrying her clients’ vision for the future with a well-designed investment portfolio to make their vision a reality. She enjoys making complex financial topics palatable for SHJ’s clients. While Claire guides clients through the intricacies of financial planning at every stage of life, tax planning strategies are a specialty of hers.

ABOUT CLAIRE

Cody Campbell, CFP®

Cody Campbell, CFP® thrives when he is studying the financial markets and then transforming his knowledge into future-focused portfolios. He takes pride in guiding clients to make sound investment decisions and watching them gain confidence in their financial future.

ABOUT CODY

Brad Conover, CFP®

Brad Conover, CFP® is passionate about helping people see a clear picture of their financial future and doing everything possible to help them achieve their goals. Regardless of a client's age or stage of life, Brad uses his wealth management experience to guide clients to grow their wealth through sound financial planning and investment management.

ABOUT BRAD

SHJ Specialists

Our group of financial specialists are tactical experts within the organization, serving unique roles that help streamline the entire wealth management process for all of our clients.

Scott Brookes, AIF®

Scott Brookes, AIF® knows most plan sponsors initially choose their 401(k) or retirement plan provider based on investments and cost. But he also knows their primary reasons for changing providers are administrative errors, employee communication issues, uncompetitive fee structures and lack of service.

ABOUT SCOTT

Kerry Poorman

Director of Operations

Kerry Poorman thrives on the complexity of trading and technology. She is constantly on the lookout for ways to improve processes while also ensuring databases and programs are accurate and operating well.

ABOUT KERRY

Dan Brascetta, CFP®

Director of Business Development

Dan Brascetta, CFP® knows the amount of financial advice available can be overwhelming and contradictory. Dan enjoys providing clear and concise direction to those who are unsure who to listen to regardless of whether they choose to work with SHJ.

ABOUT DAN

Jessica Sare

Director of Client Relations

Jessica Sare is a continual problem-solver who thrives on implementing process improvements. Jess loves working alongside clients and helping to create solutions to the challenges they face.

ABOUT JESSICA

Stephanie Shellenberger

Client Service Specialist

Stephanie Shellenberger understands the ins and outs of essential financial forms and documents and is diligent about simplifying processes for clients.

ABOUT STEPHANIE

Amanda Harris

Client Service Specialist

Amanda Harris is dedicated to providing outstanding client service while getting to know clients. She is resolute about finding answers to questions and responding to requests efficiently and accurately.

ABOUT AMANDA

Helene Luna

Administrative Assistant

Helene Luna knows the importance of organization and is passionate about keeping SHJ Wealth Advisors running smoothly. With over 15 years of administrative experience, she understands the unique challenge of juggling busy schedules, running an office and accommodating needs as they arise.

ABOUT HELENE

In Memoriam

Eileen M. Sharkey, CFP®

Eileen M. Sharkey, CFP® served as Co-founder and Principal of SHJ Wealth Advisors, until her retirement on December 31, 2020. Eileen was a pioneer in the industry and remained a dear friend of the firm until her passing on April 19, 2021. Eileen will be truly missed but never forgotten as her wisdom, kindness, inspiration, and impact will live on as we look forward to carrying on her legacy for many years to come.