About Us
DAVID P. OUELLETTE
CEO & FOUNDER
David brings over 40 years of experience in financial services to his clients and community. Throughout his career, he has collaborated closely with municipalities, counties, and individuals, gaining a broad and deep understanding of the financial landscape. In 2000, David shifted his focus to individual retirement planning, and financial security for his clients and their loved ones, working with generations of families in San Antonio and the surrounding areas.
In addition to his work within Shield Financial Group, David has partnered with Asset Mentors, a nonprofit dedicated to educating retirees and those planning for retirement in the community. Through informative seminars, he helps attendees explore various strategies for wealth growth and protection and provides empowering suggestions to the seniors of San Antonio so they may navigate their retirement years with confidence and financial stability.
BRITTON N. OUELLETTE, ChFC
PRESIDENT
Britton studied at Indiana Bible College where he graduated
with honors and began his career in financial services within many reputable
banking centers in the San Antonio and Chicago areas. While the knowledge he
gained during this part of his career was invaluable, he found the restrictions
these facilities placed on his ability to help clients concerning, which led
him to join his father’s mission at Shield Financial Group.
Today, Britton has over 18 years of experience in financial
services and has also become a partner in the community educational sector of
Shield Financial Group. While assisting with community free financial seminars, he also holds seminars for the federal employees of our area, helping to ensure a successful retirement for them as well. Britton also holds the title of Chartered Financial Consultant from the American College of Financial Services, a very prestigious title that speaks to Britton’s dedication to further education and high standard of professionalism.
SHARON COLBY
PERSONAL LINES ACCOUNT MANAGER
Sharon joined Shield Financial Group in 2024 to serve our client’s insurance needs. She brings over 5 years of experience in the insurance industry, working with various insurance companies to find her clients the most beneficial provider for their needs. Sharon feels it is important to educate her clients on coverage that fits their needs. No question is too big or small.
Sharon is Texas-born and bred. When she is not helping our customers better understand their insurance coverage options; you can find her spending time with her three grown children, granddaughter, and large extended family. Sharon enjoys reading, baking, and trying new places to eat. She loves planning events and parties for her family. Sharon also has dreams of traveling and exploring in the future.
CYNTHIA MORA
ADMINISTRATIVE ASSISTANT
Cynthia joined our team in November of 2022 with multiple years of executive support experience, communication, and customer service. Cynthia assists our office in all areas and has continued her education to assist our Personal Lines department and become an asset to our Home and Auto clients. Cynthia is a proud alumnus of the University of Texas at San Antonio where she graduated with a degree in Communication. She is a mother of two beautiful children and has been married to her husband Mike, for 20 years. She enjoys watching her children’s sporting events, volunteering with the PTA, and traveling with her family. We are thrilled to have Cynthia on our team and are very thankful for all she brings to our company.
ERIN MILTON
OFFICE ADMINISTRATOR
Erin began her journey at Shield Financial Group as a Marketing Director in the Spring of 2022, and was given the title of Office Administrator in 2023. Erin came to Shield with a decade’s worth of client support and sales experience, as well as an educational background in Marketing.
While Erin oversees daily operations, manages administrative tasks, and supports our team in achieving their goals – her true love is running the firm’s community educational events and spreading the word about Shield’s work via our social media channels. Erin is mother to three girls, two boys; and married to her best friend – John.
Our Mission
Our mission is to provide our clients with qualified financial guidance based on uncompromising integrity while giving personalized solutions that grant safety and opportunity for growth.
