Our Total Wealth Alliance Partners

Mikel Shelton, CPA

Mikel worked part time in public accounting since 1980 and has been a Certified Public Accountant since 1989. He earned a BBA from Baylor University (in Finance) and an MBA from The University of Texas at Arlington.

Experience includes 20 years in financial and accounting services through a variety of corporate businesses and a State Agency. He established his own part-time accounting practice in 1993 and joined Kate, his mother, full time in February 2004.

Mikel is an Eagle Scout and proud father of three Eagle Scouts.  He is been married to Valorie since 1986.

To learn more about Mikel and his firm, visit his Web site www.smscpatx.com.

Jo Ann Charron

SGS, PAPPCA, LPRT

JoAnn Charron has served the DFW area for more than a quarter of a century, with an initial focus on group, senior and individual benefits to offer the most competitive plans in health and business-specific policies.

An active member of the National Association of Health Underwriters, the Dallas Association of Health Underwriters and the Texas Association of Health Underwriters, JoAnn is also a member of the distinguished Leading Producers Round Table. She also continues to lobby in Washington, DC and in Austin on national and state health-related issues. She is certified with the Patient Protection and Affordable Care Act, Long Term Care and Small Group Designation.

Already a widely-respected leader in her industry, JoAnn teamed up with Rick Horch in 2004 – a merger that resulted in an expansion of the practice into the senior market with an emphasis on long-term care. It also gave Benefits Dallas even more knowledge and experience when it comes to dealing with the complicated maze that is Medicare.

JoAnn’s primary goal is to continue to meet her clients’ needs as they move through changes in their lives.

Michael Kelsheimer

Attorney/Partner, Gray Reed

Michael Kelsheimer focuses his practice on the employment law needs of Texas businesses and executives across several industries, including healthcare, oil and gas, construction and real estate. With more than 160 laws that impact the employment relationship, clients count on Michael to find effective solutions for every workplace problem they may encounter, both in and out of the courtroom. He has achieved favorable results in litigation before state and federal courts and in arbitration involving many issues, including non-compete and non-solicitation agreements, trade secret theft, all types of discrimination claims, executive employment agreements and FLSA wage and hour claims.

Michael is always on call to guide employers through day-to-day and emergency decisions regarding the hiring, compensation, investigation, discipline and termination of employees. He also prepares strategic documents, including employment agreements, non-competition and non-solicitation agreements, separation agreements and comprehensive personnel policies. Outside the employment setting, Michael helps clients solve a variety of other challenging problems, including complex commercial disputes involving breach of contract, collections, fraud and DTPA claims.

After many years of practice, Michael knows that employers can be overwhelmed by technical jargon and long-winded explanations, and they often receive information or advice that’s flat out wrong. Amazed at how many books and online sources provide unreliable, impractical guidance on key employment issues, Michael created the Texas Employer Handbook, an online resource focused on giving business owners plain-English explanations of complex employment issues and helping them spot concerns before they become real problems.

To learn more about Michael and his firm, see his full bio here.

Sean McGaughey

Mortgage Loan Originator, NMLS# 627960

Born and raised in Kansas City, MO, Sean moved to Texas in 1998 to attend college at Texas Christian University where he holds a BS in Business Communication.  Sean began his mortgage career after graduating from TCU in 2002 in pursuit to help people accomplish the dream of homeownership.

Sean is passionate about the mortgage business and finds great joy in helping families purchase new homes.  He has the heart of a teacher and shares his knowledge with his clients so they feel empowered to make the best decisions for their family. His real expertise has always been able to work through the “hard” loans that most others would turn down. His honesty, integrity, and professionalism are unwavering, which makes his clients and business partners his #1 referral source.

Sean’s dedication to his clients and his community has made him a high-producing, multi-million-dollar Senior Loan Officer. He has been recognized as a President’s Club honoree as well as a Five Star Mortgage Professional and a 360 West Top Mortgage Professional multiple times. In addition, he is President of the Fort Worth Mortgage Bankers Association. Sean is a dedicated Eagle Scout, Life Member of the National Eagle Scout Association and serves as an Assistant Scoutmaster for Scouts BSA Troop 840.  He is also active in his church, the Fort Worth Mortgage Bankers Association, the Grapevine Rotary Club, and the Grapevine Chamber of Commerce and enjoys spending time with his wife, Andrea, and 2 sons, Patrick and Declan.

To learn more about Sean and how he can help, visit his Web site, www.mcgaugheyteam.com.

Individuals listed are not registered through or affiliated with Triad Advisors.

Check the background of this investment professional on FINRA’s Broker Check

Osaic Wealth, Inc. Firm CRS available here.

Strickland Financial Group, LLC – Texas Insurance Agency License #1690838
Securities offered through Osaic Wealth, Inc. Member FINRA / SIPC. Advisory services offered through S&S Wealth Management, LP. A Registered Investment Advisor. Main Branch Office/RIA Address: 2505 N. Hwy 360, Suite 490, Grand Prairie, TX 75050 | 817-276-8090 / 888-258-8258. Second Branch Office: 800 E. Border St., Ste. 200, Arlington, TX 76010 | 817-461-4412 / 877-615-7526. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Strickland Financial Group, LLC is not affiliated with S&S Wealth Management, LP.

We have individuals licensed to offer securities in the states of Texas, Oklahoma, Nebraska and Florida. This is not an offer to sell securities in any other state or jurisdiction.

Total Wealth Alliance members and their firms are separate entities from Strickland Financial Group and are not affiliated with Osaic Wealth or S&S Wealth Management, LP.

The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.