Nicholas A. Shelton
Director, Investments,
Planning, and Technology

Nicholas Shelton is the Director of Investments, Planning and Technology at Roundview Capital and a CERTIFIED FINANCIAL PLANNERâ„¢ professional. His focuses are investment research and working closely with clients, assisting them throughout the key stages of their financial lives. Nick has expertise in the use of investment technology and is passionate about researching and leveraging cutting edge financial tools and advancements.

Nick graduated with honors from the University of Michigan with a BA in Economics and History. He has prior experience in research and consulting in the medical, government contracting, and consumer packaged goods industries.

Nick is originally from Bakersfield, CA. In his free time, he enjoys playing tennis, spending time with his family, and cheering on the Las Vegas Raiders.