Meet Our Team
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.
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.
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.
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.
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.
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® 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.
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.
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.
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.