Linking your faith, values and finances

Shields Cattau Financial Group

Our mission is to help our clients do well—as they define it—so they can do good.

Team Intro

Our mission is to help our clients do well—as they define it—so they can do good.

Our story

Initially, when Luke and I chose careers in personal finance it was because it aligned with our skills and gifts. This was a practical decision. But, several decades later, we realized that the reason we stay in this career has more to do with the heart than anything practical. Yes, our education and advanced designations enable us to create solid financial plans for our clients. But it is the joy we experience when we can help families make their dreams a reality that inspires us every day. Our motivation is to see the smiles and sighs of relief when we can reveal they can indeed afford to send their kids to college … or that they can retire one day … or create a significant gift for their beloved children and charities they care so much about. This is beyond rewarding.

It is an honor to be relied on with so much responsibility. We realize every family is unique and we want to be able to bring their personalized strategy to fruition.

team of six portrait

Our team

Susan Shelton

Susan Shelton

Insurance Office Professional

Jesse Davison

Jesse Davison

FIC, RICP®, CLTC®

Director of Dedicated Planning and Investment Operations

Richard Minton

Richard Minton

Associate

James Pendleton

James Pendleton

Insurance Support Associate

Our solutions

Dedicated planning services

Dedicated planning services

Comprehensive advice and financial strategies that are in your best interest.

Advice services

Advice services

Achieve financial clarity and confidence as you work toward your financial goals and dreams.

Insurance

Insurance

Illness. Injury. The loss of you or a loved one.

About Thrivent

Helping you follow your heart 

Whether it’s their faith, families or communities, many Thrivent clients use their finances for something bigger than money. Watch one client’s story and get inspired to follow your heart with Thrivent.  

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Thrivent membership benefits

When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.

Thrivent membership benefits

Strong and stable

We are proud to be part of Thrivent, a company with a long heritage of financial strength and fiscal stability. For more than 120 years, Thrivent has helped people build their financial futures and live more generous lives. Today, Thrivent is a Fortune 500 company, offering a full range of expert financial solutions, serving more than 2.4 million clients, as well as the communities in which they live and work.

Office information

A photo of our office

Operating Hours:

Monday through Friday 9am - 5pm