SHIELD FINANCIAL - Key Persons


BRITTON OUELLETTE - President

Job Titles:
  • 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!

DAVID OUELLETTE - CEO, Founder

Job Titles:
  • 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.

ERIN MILTON

Job Titles:
  • OFFICE MANAGER
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 three beautiful girls 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.

VERONICA CASAREZ

Job Titles:
  • PERSONAL LINES ACCOUNT MANAGER
Veronica joined Shield Financial Group to serve our clients with all of their insurance needs. She brings over 20 years of experience in the insurance industry, working with varies insurance companies to find her clients the most beneficial provider for their needs. Veronica feels that it is important to educate her clients on coverage that fits their needs. No question is to big or small. Veronica also enjoys jogging and hiking outdoors, as well as baking and cooking. But what she loves to do most in her life is travel with her husband, two grown sons, and their beautiful wives.