Bret Posner

Bret is the newest member of Shelton Financial Solutions with a goal of helping clients reach their long-term financial goals and objectives.  He is a Financial Services Professional that is licensed to provide investment services as well as insurance for small business owners and individuals.  He graduated from Louisiana State University where he received a bachelor’s degree.

Bret is a native of Slidell, LA and still resides in St Tammany Parish. Bret is an active member of Business Networking International and the president of the Northshore Business Club.   He loves spending time with his family and friends, most notably his wife, Rachel, and their 2 children.

Gregory is a graduate of Mississippi State University with a B.S. degree in Finance.  He currently holds a Life Health and Accident License, FINRA Series 6, Series 63, Series 7, and Series 66 securities registrations.  As an insurance and annuity specialist, and experienced retirement plan professional, Gregory is dedicated to creating financial plans for his client’s future.

A Mississippi native, Gregory has lived in Covington for almost 20 years with his wife, Jamie, and their 3 children. Outside of work, Gregory is a competitive soccer coach for Covington Futbol Club where he trains multiple teams including his son’s team.  Most of his weekends are consumed with soccer tournaments and games.  He loves to hunt, workout, and spend quality time with his family.