January 23, 2005 -- Patrick M. Shelton has been promoted to principal in Benefit Plans Plus, a subsidiary of Brown Smith Wallace.
Shelton's role as principal recognizes his more than 15 years of experience in the retirement plan industry. In addition to his new responsibilities, Shelton will continue to serve as
director of business development where he executes the business plan, brings new business to the firm and develops new products.
Shelton has earned the Group Benefits Association (GBA) designation and is currently completing the last exam for the Certified Employee Benefits Specialist (CEBS) designation. He also
holds a Missouri Life and Health insurance license.
Shelton resides in Ballwin with his wife Katie and their three children Taylor age nine, Dylan age seven, and Lydia age five.
Brown Smith Wallace, which has revenue of $12 million, is the second largest locally owned independent full-service CPA and business consulting firm in Missouri. Brown Smith Wallace, with
offices in St. Louis, St. Charles and Chicago, makes a measurable difference in clients' lives by making sure clients get more than just a good return on their investment, finding hidden
value, looking where others forget, bridging gaps to form long lasting relationships, being accessible and by putting a guarantee in writing. For more information visit www.bswllc.com ; www.bpp401k.com or call 314.983.1200.
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customizing for your audience/industry. Please send a copy of the published information to: Brown Smith Wallace, Danielle Oser, 1050 N. Lindbergh Blvd., St. Louis, MO 63132
Mindy Lally
Brown Smith Wallace
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