Your financial future is far too important to leave to chance.
Shield Financial Group provides qualified financial guidance, delivering professional, customized services based on personal attention, honesty, integrity, knowledge and experience. Let us help you plan for your retirement, preserve your legacy or manage your current and future wealth.
David P. Ouellette
CEO, President, and Co-Founder - Executive Wealth Management*
David has been working in financial services for over 30 years. He has brought that experience and knowledge so that he can see the legacy of serving families in all of their financial needs be passed on.
Throughout his tenure he has worked hand in hand with municipalities, counties and individuals. In 2000 turned his focus to individual retirement planning. He has a passion for tax savings and financial security. David brings a unique mix of experience and new strategies to achieve the security and growth those soon to retire and in retirement value so highly.
David is a long time resident of New Braunfels and San Antonio. He loves volunteering at his local church and taking his boys out to Canyon Lake.
Jason K. Ouellette
Co-Founder - Wealth Management Advisor*
Jason has two main principles that guide him in financial advising. The first is an unwavering commitment to the protection of his client's financial future. He knows that they worked hard to prepare, and refuses to dishonor their work by not making sure that hard work is safe and sound. Secondly, Jason is driven to pool the resources of his support staff, legal aid and research to find unique solutions to the financial struggles we face in our current economy. Each client has unique concerns and he is convinced if you work hard you can build a plan that helps them address those.
Jason was born in Wichita Falls, TX where he was an honors graduate of both Wichita Falls High School as well as Midwestern State University. Jason is proud to have grown up in a small town, and feels it helped instill a strong passion for family, community responsibility and hard work. His education in finance and family studies helped build a firm foundation to serve families in their retirement planning/maintenance.
Jason and wife Julie enjoy volunteering at the local church she grew up in. Julie was a choir teacher at L.D. Bell High School in Bedford, TX until she was promoted to the full-time mom of Grayson. Jason loves golfing, cooking breakfast and a good John Grisham novel.
Executive Vice President
Wealth Management Advisor*
Investment Advisor Representative**
Britton has been in the financial services industry since 2006. He brings a unique perspective from having served clients with one of the most prestigious banks in the Chicago area. It was there that he received specialized training and certification in serving the financial needs for preferred clients. However, Britton found in that environment he was limited to options the bank promoted and not always what he felt would be best for his clients.
At Shield, Britton has both the expertise he has acquired as well as the freedom to serve his clients like family. He believes in helping clients achieve their desired goals in the most ethical and upright fashion, and works hard to find solutions that provide both opportunity for growth and protection you can rely on.
As a Ronald Reagan HS grad and New Braunfels native his heart was always in south Texas. Britton met his wife Brittney while attending Indiana Bible College, where he graduated with honors. When not at work he enjoys watching the Spurs and Cowboys, playing softball, and telling Bible stories at bedtime to his little ones, Lleyton and Avery.
Mary Ann Martinez
Mary Ann learned early on how to provide top notch customer service working in her father's insurance agency in high school. After school she was commissioned to open her own insurance agency where she helped clients with auto, homeowner, commercial/business, life and health insurance.
After operating her own agency for 12 years, Mary Ann decided to start working independently with seniors by helping them plan for the future, focusing on healthcare concerns, and Medicare planning.
In 2012, Mary Ann found out that she would be able to bring to Shield a whole new area of expertise and service with her 30+ years of experience and dedication to great customer care. She believes retirement preparation should be made from a holistic approach.
When she isn't at work she loves spending time with her family at their ranch and going to rodeos with Paul, her cowboy since 1986. Mary Ann’s greatest accomplishment in life is being a mom to Lance and Ashley who are all grown up now, and still making their mom very proud.
Megan has served as an administrative assistant in financial services since 2003. She knows the needs and concerns of both the financial professionals she works alongside as well as the clients she makes it her personal mission to serve. Megan takes great pleasure in the letters of thanks and recommendation that she has received throughout the years – one instance she hopes to never repeat was saving a client’s life in a workshop.
In 2009 she moved to Texas from California to provide her children with a better environment and life, and has never looked back.
*Agents of Shield Financial Group are independent agents. They hold individual licenses and act independently. Each agent is fully insured with errors and omissions coverage. Shield Financial Group Inc. is a subsidiary of DPO Insurance Agency Inc. Shield Financial Group Inc. is not affiliated with any other company using the name "Shield Financial" and is an independent and locally owned company.
**Advisory services offered through PanthRex Asset Management, LLC, a SEC registered investment advisory firm. PanthRex Asset Management, LLC only transacts business in states where it is properly licensed, or is excluded or exempted from registration requirements. Information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. Third-party rankings and recognition from rating services and publications do not guarantee future investment success. Working with a highly-rated adviser also does not ensure that a client or prospect will experience a higher level of performance. These ratings should not be viewed as an endorsement of the adviser by any client and do not represent any specific client’s evaluation. Generally, ratings, rankings and recognition are based on information provided by the adviser. Please contact the adviser for more information regarding how these rankings and ratings were formulated. Investment adviser representatives may recommend the purchase of insurance products in their separate capacities as insurance agents and will receive additional compensation for these transactions. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours. Photos are used for the singular purpose of enhancing the website. None of them are photographs of current or former clients.