Meet The Team

Michael Shelton, RFC

Registered financial consultant
Owner, President / CEO

michael shelton, cpa

Michael is a passionate Consultant focused on ensuring all the families and businesses he works to protect their assets with smart, educated, and long-term strategies. He’s not only well versed in current tax law and associated wise accounting procedures, but also is a respected Registered Financial Consultant.

He believes asset accumulation is best done in tandem with big-picture tax planning strategies. Of course, everything you do with your money affects your overall financial security, which is why he’s also dedicated himself to finding the best ancillary providers in the Roanoke area to refer clients to as they need support in areas beyond his expertise. This includes legal, insurance, lending, marketing, and more. He’s built a loose team of professionals who believe in offering excellence and communicate as appropriate when developing comprehensive planning strategies that make sense for the short and long term.

Michael was a top Consultant, winning multiple awards, at a national financial services company before he founded 360 Financial Solutions and 360 Tax Solutions. He expanded from financial planning to comprehensive tax, bookkeeping, and accounting services for individuals and business owners after realizing his clients needed a better solution than they could find in the area for documentation and reporting of income and expenses. Tax minimization strategies didn’t seem to be something most other providers offered.

Michael is an Iraqi Freedom War Veteran who was selected as the Roanoke Small Business Veteran of the Year in 2017. He’s a Dave Ramsey ELP. As President of the Brambleton Area Business Association, he’s brought this organization from obscurity to community stalwart with community leaders in economic development, law enforcement, and business owners viewing the monthly meetings as must-attend events. In his spare time, he watches and plays sports, cooks, and enjoys his family, including a loving wife and young daughter.

Michael@Discover360Financial.com

Jeremy Lassiter, EA, ABA

Owner, Chief Operating Officer

360 Financial

Jeremy is an approved Enrolled Agent (EA), which makes him a federally-authorized tax practitioner empowered by the U.S. Department of the Treasury. This means he’s legally authorized to represent you before the IRS for tax issues, including audits, collections, and appeals. Enrolled Agent status is the highest credential awarded by the IRS and is recognized across all 50 U.S. states. There are only 53,000 credentialed EA in the nation. Jeremy belongs to an elite segment of the country’s financial professionals.

Jeremy is a great compliment to Michael. He is here to help with your business needs and any IRS tax issue you may run across. He’s represented people in front of the IRS with a wide array of issues, including owing large sums, and has successfully brought those numbers to a manageable amount.

jeremy@360taxsolutions.com

Holly Lamy

Office Manager

Holly manages all of the investment and insurance paperwork while ensuring investment money gets transitioned correctly to our firm. You have probably talked to Holly while making your appointment and were welcomed by her when you came through the door. You can’t miss her bright, enthusiastic personality!

Holly@discover360financial.com

Jessica Jacobs

Payroll and Bookkeeping – Project Specialist

Jessica has been an important part of managing the needs of our business owners! Jessica completed her degree in Project Management from Liberty University. With 360 being ADP’s largest payroll wholesaler in the area, she ensures thousands of employees in the area get paid on time. She also tracks our projects from beginning to end!

jessica@360taxsolutions.com

 

William “Bill” Bocook

Sales Tax Specialist

Bill helps the business owners with their ancillary items such as sales, litter, gas, and personal property tax preparation needs. Bill helps ensure everything in the department is organized and prepared on time. Bill has also come to fill the gap when needed and is currently learning Quickbooks. We’re excited to see Bill grow with us!

bill@360taxsolutions.com

Vivian Cundiff

Seasonal Tax Preparer

Vivian has prepared taxes for over 30 years. She brings incredible knowledge to the office, especially with the clients in the retirement phase of their life. She prepares the majority of the Real Estate tax returns, as well as Michael’s investment client tax returns. Vivian constantly stays up-to-date with tax codes in her aim to reduce every client’s tax burden.

vivian@360taxsolutions.com