Our Total Wealth Alliance Partners

Richard Kelsheimer

Business Coach, Insurance Specialist

Richard Kelsheimer pursues a singular goal in working with others – to help them move from success to significance. With a career that spans over 30 yrs. in the financial services industry, Richard has helped countless families and business owners create a lasting legacy with his trusted counsel, insightful planning, and expert implementation. He has distinguished himself in many roles: as agent, investment advisor, trustee, coach and mentor.

Richard is known for building and maintaining authentic relationships that are mutually beneficial and uniquely enable him to understand a client’s character, temperament, and what is most important to them personally and in their business. This enables him to help clients chart a course to accomplish their most critical goals.

Born and raised in the Texas Hill Country, Richard attended Texas Tech University where he majored in business, with an emphasis on personal management and finance. He spent much of his career with Prudential Financial Services as an agent and manager shepherding others. A five-time qualifying member of the Million Dollar Roundtable, Richard brings a wealth of business resources, financial knowledge and common sense to your business.  If you bring the vision we can make it happen together.

In 2014, Gray convinced Richard to make the Metroplex home.  He brings a wealth of insurance and financial knowledge to Strickland Financial clients and is a huge resource in the areas of business, insurance and estate planning.

As a coach he prides himself in helping others build value personally and in their business. He and his wife Traci live in Arlington, Texas. Richard loves the outdoors and enjoys working in his yard, swimming, golf, hiking, fishing and competitive long-distance shooting when he is not helping his clients.

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.

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.

Sean McGaughey

Mortgage Loan Originator, NMLS# 627960

Sean began his mortgage career after graduating from Texas Christian University in 2002. He recognizes that his success as a Mortgage Professional is dependent on the service he provides. His goal is to be your Lender for Life, keeping you informed of changes in the mortgage industry and of opportunities to save money. To ensure complete satisfaction, he provides his clients with multiple lending options and guides them through the entire mortgage process.

Sean consistently goes the extra mile, regardless of the complexity of the transaction, and he is forever educating himself on new programs to better serve his clients. His honesty, integrity, and professionalism are unwavering, which makes his clients and business partners his #1 referral source.

Born and raised in Kansas City, MO, Sean moved to Texas in 1998 to attend college. He holds a BS in Business Communication from Texas Christian University. In addition, he is an Eagle Scout and Life Member of the National Eagle Scout Association.  Sean is active in his church, Scouts BSA, Grapevine Rotary Club, Grapevine Chamber of Commerce, Fort Worth Mortgage Bankers Association 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.

Compliance number: #LK-09252015

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

Strickland Financial Group, LLC – Texas Insurance Agency License #1690838
Securities offered through Triad Advisors, LLC. Member FINRA / SIPC. 5155 Peachtree Pkwy., Ste. 3220, Norcross, GA 30092 | 800-720-4003 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. Strickland Financial Group and S&S Wealth Management are not affiliated with Triad Advisors.

We have individuals licensed to offer securities in the states of Texas, Oklahoma and Nebraska. 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 Triad Advisors or S&S Wealth Management.