Financial Services Roanoke, VA | Tax Preparation | 360 Financial Solutions LLC
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About 360 Financial Solutions

We are a Financial Advisor Company committed to providing retirement strategies customized specifically for you.

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WHO WE ARE.

At 360 Financial Solutions, we are fully committed to providing financial strategies that fit exactly what you want for your retirement.

Our Mission: “Managing your current and future financial needs while staying on top of leveraging and budgeting through the maintenance of short- and long-term income and savings; thus creating your vision of financial security, prosperity and legacy of assets.”

Our Vision: “To inspire creative financial strategies for individuals and businesses while confronting the current status-quo through thoughtful and efficient financial management achieved by the team of professionals at 360 Financial Solutions.”

About 360 Financial Solutions

At 360 Financial Solutions, we strive to empower our clients to make informed financial decisions through education, communication, and service that will exceed expectations. When it comes to investments, trust is important. That is why we place so much value on personal relationships with our customers. We view ourselves as your knowledgeable partner in all things financial, and we will help you develop and implement a plan based on your specific needs.

Building out your financial profile and retirement plan is very similar to building a house. Michael Shelton is our President and lead Financial Advisor, but you can think of him like your general contractor who will oversee every aspect of your financial project. Michael will meet with you to learn about your current financial situation and your goals for the future. Once he understands your needs, he will put together a custom financial plan just for you. He will present your plan, gather your feedback and input, and then tweak it as needed. After you and Michael agree on your financial plan, he will work with his team of professionals to implement it. Just like a general contractor has electricians, plumbers, carpenters, and painters to step up and help build a house, a financial advisor has specialists that they can work with as well. Michael has established relationships with strategic partners such as attorneys, tax specialists, insurance advisors, and more.

Our goal at 360 Financial Solutions is to provide independent and sound investment advice, whatever your current financial situation. Michael and the entire team will develop a personalized strategy that’s on target with your needs by mitigating risk and implementing strategies to help reduce your personal financial exposure. We will confidently implement your financial plan completely and responsibly as we partner with you every step of the way.

Contact us today to start laying the foundation for your financial future!

MEET OUR TEAM.

We are passionate and knowledgeable in all things regarding financial advice.

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    MICHAEL SHELTON, RFC

    President & CEO

    Michael is well-known as the region’s “go-to” Advisor for retirement planning needs.  After rapidly growing a client list at a Fortune 100 company, Michael went out on his own to create 360 Financial Solutions, LLC.  Michael specializes in retirement income planning and is also an Investment Advisor Representative.  Michael is known for being a Dave Ramsey SmartVestor Pro as well as a Dave Ramsey ELP for Tax Services.  Michael also has a second office in Lynchburg to handle the referrals he receives from Thomas Road Baptist Church and Liberty University.

    Michael received the prestigious Chartered Retirement Planning Counselor designation from the College for Financial Planning.  Michael has also been seen on the local CBS, FOX and NBC Affiliates, and has appeared in The Roanoke Times, Valley Business Front Magazine, and many other media outlets. With this attention, Michael has built a network with some of the best local strategic partners for his clients.  Michael frequently receives requests for financial presentations from companies, municipalities, and churches for seminars because of his industry knowledge.  He greatly appreciates the opportunity to speak and share his vast experience with others.

    Michael is an Iraqi Freedom War veteran that actively participates in many veterans’ organizations and his church.  He is also the Immediate Past President of the Brambleton Area Business Association (BABA).  In his spare time, he likes to spend time with his family, especially his two young daughters; to watch and play sports; and cook.

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    JEREMY LASSITER

    Chief Operating Officer

    Jeremy is the owner of Tax Resolution Accounting and Partner in 360 Tax Solutions. He is a graduate of Liberty University with a BS in Finance, Jeremy also has obtained his license as an IRS Enrolled Agent and an Accredited Business Advisor. He is also a certified as a Quickbooks ProAdvisor & Professional Bookkeeper.  With over 15 years of experience, he has a great understanding on providing the best service possible to a client. Jeremy is a mastermind at reading the needs of clients and providing solutions. When Jeremy is not helping his client’s, he enjoys spending time with his wife and two children Logan & Averie. He also volunteers with nonprofit organizations, takes outdoor walks with his wife, and playing drums.

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    JACOB DALTON

    REGISTERED FINANCIAL CONSULTANT

    Jacob Dalton is the founder and president of Tactical Financial, a partner company of 360 Financial Solutions, LLC. Jacob has served in the U.S. Army for over 10 years most recently as a Drill Sergeant for the 98th Training Division. Jacob is married to his wife Kayla Dalton who helps with the medical qualification part of the business and social media marketing. Jacob has three kids ranging in age from 6 to 11. In his spare time, Jacob enjoys running, going to the beach and spending time with his family. Jacob has been involved in helping others throughout his career and is dedicated to making each interaction easy and built on a relationship of trust and compassion.

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    JESSICA JACOBS

    Payroll Specialist

    Jessica handles payroll, bookkeeping and tax preparation for our clients and is another friendly voice when you have a question about these matters. Jessica has became an expert in problem solving many items throughout 360. Her attention to detail and organizational abilities has made her an asset for the business and our clients.

    Jessica works full-time and is attending Liberty University.  She will graduate in May with a bachelor’s degree in Business Administration: Project Management.

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    JANICE RIGGS

    Tax Consultant

    Janice has extensive financial experience in the insurance, legal, and banking industries.  She has been delivering great value to clients as a financial consultant, helping them plan for their short-term needs and long-term goals. She is a very well-organized individual, able to keep multiple priorities in mind with aiming for the best outcome for her clients.  Through her strong active listening and analytical skills, she can customize her client’s needs.  She is a skilled tax advisor and keeps abreast of all changes in state and federal tax regulations, working hard to make sure her clients can make the most of their money.  While she is not in front of a client, she loves to travel, shop and spend time with her family.

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    BILL BOCOOK

    Tax Consultant & Bookkeeper

    Bill has been with 360 for 14 years!  He handles bookkeeping, payroll, and sales tax.  He enjoys helping the firm’s clients and getting to know them both professionally and personally.  Bill previously spent 25 years working for the Pilot Corporation where he held the positions of cashier, head cashier, assistant manager, manager and the director of maintenance.  Prior to Pilot, Bill managed a convenience store in Georgia.

    Bill had a couple of mentors along the way who influenced who he is.  He “watched, listened, and took to heart,” the lessons that they wanted him to learn and this had a profound effect on his character.  These lessons included how to naturally care about clients and how to help them succeed.   Other lessons were also rooted in faith which he also still practices today.  Bill has enjoyed all that he has learned so far over his long career and says that he has the “desire to work, to continue to learn, and experience.”

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    HOLLY LAMY

    Client Services Associate

    Holly brings phenomenal customer relations experience to 360 Financial Solutions. Her wealth of administrative and service-oriented knowledge was obtained from previously working for a local law firm and also in a local school system for many years.  Holly is the cheerful voice you hear when calling our office. You will also see her at our many Dave Ramsey events we hold with churches, libraries, schools, government systems and wherever else we receive seminar requests for.  When Holly is not blessing us with her joyful presence, you will find her with her husband, four kids and two dogs! She enjoys dates with her husband, working out, cooking and being her kids’ biggest cheerleader.

PLAN AND PROTECT YOUR FINANCIAL ASSETS.