About Us
DAVID OUELLETTE
CEO & FOUNDER
David has been working in financial services for over 30 years. Today, he brings his experience and knowledge to the office of the company that he started from the ground up.
Throughout his tenure he has worked hand in hand with municipalities, counties and individuals. In 2000, he turned his focus to individual retirement planning, tax services, and will preparation for his clients. Providing financial security for them and their generations to follow.
David has also combined Shield Financial Group with a non-profit by the name of The Learning Lab, In order to educated those in the community whom are currently retired; or planning their future retirement. His seminars help attendees understand different vehicles for money growth and protection, allowing elders of the San Antonio community to move through their retirement years with confidence and financial longevity.
BRITTON OUELLETTE
PRESIDENT
Britton has been in the financial industry since 2006. Before joining his father at Shield Financial Group, Britton had gathered experience through many reputable banking centers in the Chicago and San Antonio areas. However, he found these centers to be restricting, as he was only able to offer his clients the options in which his bank centers promoted. At Shield, Britton takes pride in finding the best financial solution for his clients in the most ethical and beneficial fashion. No restrictions.
Britton met his beautiful wife while studying at Indiana Bible College, where he graduated with honors. And together they have two wonderful children. Along with spending time with his family, Britton also enjoys being active in his community and keeping up with his favorite sports teams–especially the Spurs!
SHARON COLBY
PERSONAL LINES ACCOUNT MANAGER
Sharon joined Shield Financial Group in 2024 to serve our clients for all their 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 assets. Sharon feels that it is important to educate her clients on coverage that fits their needs. No question is too big or too small. Sharon is Texas-born and when she is not helping our customer 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 for her family and dreams of traveling 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 comes to us with multiple years of experience in customer service and has an education background in marketing. She looks forward to putting her education to work in order to grow Shield Financial’s reach to our clients and to our community. She comes prepared to provide important information and updates through our social media and internet sources, as well as to be of assistance to our team and clients wherever possible.
She is a mother to four beautiful children and married to her husband John, whom she calls her best friend. She enjoys watching her young girls grow and holds her faith and love for God very close.
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.
