Shelter Wealth Strategies, LLC

Therese Marie Casement is a Series 65-licensed advisor at Shelter Wealth Strategies, LLC with one year of industry experience. Her prior roles include positions at Devon Investment Advisory, Greystone Advisory Group LLC, Chilton Capital Management, Prime Capital Investment Advisors, LLC, Goldman Sachs Personal Financial Management, and United Capital Financial Advisors. Shelter Wealth Strategies is an SEC-registered investment adviser serving families, trusts, foundations, endowments, and individuals. The firm employs a diversified investment approach using separately managed accounts, direct indexing, model portfolios, ETFs, mutual funds, equities, fixed income, and alternative investments, managing approximately $144 million in discretionary assets and a larger pool of referred assets.

Christopher Meehan Jr. is a financial advisor with Shelter Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Salient Capital Advisors. Shelter Wealth Strategies is an SEC-registered investment adviser serving families, trusts, foundations, endowments, and individuals. The firm manages discretionary assets through a variety of investment vehicles and is notable for its referral- and affiliate-driven business model, supported by related settlement and insurance services.

Walker Gilbert is a financial advisor at Shelter Wealth Strategies, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Mass Mutual Life Insurance Company, MML Investors Services LLC, and Sage Settlement Consulting. In addition to his advisory role, he consults injured claimants in connection with legal settlements. Shelter Wealth Strategies is an SEC-registered investment adviser serving families, trusts, foundations, endowments, and individual clients. The firm manages discretionary portfolios using a range of investment vehicles and has a referral-centric business model supported by affiliated settlement and insurance-related services.

Hanson Street is a financial advisor with Shelter Wealth Strategies, LLC in Houston, TX, holding a Series 66 designation and 12 years of industry experience. He has worked at Greystone Advisory Group LLC and Cambridge Investment Research, Inc., and is involved in settlement consulting and trust administration through his roles with Sage Settlement Consulting, H. Street Settlement Advisors, LLC, and The James Street Group, LLC. He serves as a settlement planner, insurance agent, and director of business development in these affiliated non-investment businesses. Shelter Wealth Strategies is an SEC-registered adviser providing discretionary wealth management, financial planning, and retirement-account advice to families, trusts, foundations, endowments, and individuals. The firm manages portfolios using a range of investment vehicles and is notable for its referral-centric business model supported by affiliated settlement and insurance-related programs.

Daniel Horowitz III is a Series 65-credentialed advisor with over 15 years of experience. He is currently with Shelter Wealth Strategies, LLC and also serves at Sage Settlement Consulting, LLC. Since 2011, he has operated his own firm, Daniel D. Horowitz, III PC. Shelter Wealth Strategies provides discretionary wealth management, financial planning, and retirement-account advice to families, trusts, foundations, endowments, and individual clients. The firm manages a range of assets through separately managed accounts, direct indexing, model portfolios, and other investment vehicles, and is distinguished by its referral-centric business model and affiliated settlement and insurance-related services.

Scott Freeman is a financial advisor with Shelter Wealth Strategies, LLC, holding Series 63 and Series 65 registrations. He has 23 years of industry experience and has held roles at firms including Cambridge Investment Research, Greystone Advisory Group, and Freeman Financial Services, which he owns. His other business activities include serving as co-chairman of Archer Systems LLC and Sage Settlement Consulting. Shelter Wealth Strategies is an SEC-registered investment adviser serving families, trusts, foundations, endowments, and individual clients. The firm manages discretionary portfolios using a combination of separately managed accounts, direct indexing, model portfolios, ETFs, mutual funds, individual equities, fixed income, and alternative investments, and maintains a referral-centric business model supported by affiliated settlement and insurance service businesses.

Andrew Wilson is a financial advisor at Shelter Wealth Strategies, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Greystone Advisory Group, Fifth Third Private Bank, and Deutsche Asset Management. Shelter Wealth Strategies is an SEC-registered investment adviser serving families, trusts, foundations, endowments, and individual clients. The firm manages portfolios through a variety of investment vehicles and maintains a referral‑centric business model supported by affiliated settlement and insurance services.

Sidney Overby is a financial advisor with Shelter Wealth Strategies, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Shelter Wealth Strategies, he has worked with Greystone Advisory Group LLC and Devon Investment Advisory Group, LLC. Outside of advisory work, Overby is involved in settlement consulting through Sage Settlement Consulting and is active as a real estate agent with Key 2 Texas Realty LLC, as well as an insurance agent. Shelter Wealth Strategies is an SEC-registered investment adviser serving families, trusts, foundations, endowments, and individuals. The firm manages discretionary portfolios using a range of investment vehicles and maintains a referral-centric business model supported by affiliated businesses that provide settlement and insurance-related programs.

Paul Saleh is a Series 65-licensed financial advisor with four years of industry experience. He is currently with Shelter Wealth Strategies, LLC and has prior experience at Cambridge Investment Research Advisors Inc., Sage Settlement Consulting, and Archer Systems. Outside of his advisory role, Saleh serves as Vice President of Freeman Financial Services, LLC, and is the owner of Sigma Funding, both family-owned businesses. Shelter Wealth Strategies is an SEC-registered investment adviser serving families, trusts, foundations, endowments, and individual clients. The firm manages discretionary portfolios using a range of investment vehicles and emphasizes a referral-centric business model supported by affiliated settlement and insurance-related services.