Simon Saberon is a financial advisor at Saber and Shield Wealth Management, L.L.C., holding a Series 65 designation with six years at the firm. He has been a U.S. Army ROTC Cadet and Scholarship Recipient since 2022. Saber and Shield Wealth Management provides discretionary and non-discretionary portfolio management to individuals, families, entities, retirement plans, trusts, estates, and small businesses. The firm employs a globally diversified investment approach grounded in modern portfolio theory, using mutual funds, ETFs, and individual equities alongside fundamental and economic cycle analysis.

Shelby Saberon is a Series 65 licensed advisor with 10 years of industry experience. She has been with Saber and Shield Wealth Management, L.L.C. since 2017 and previously worked at Retirement Wealth Advisors, Inc., Evident Wealth, and Mann Mortgage. Outside of financial advising, Saberon has been involved with The Passion Travel Company since 2001. Saber and Shield Wealth Management, L.L.C. provides discretionary and non-discretionary portfolio management services to individuals, families, entities, retirement plans, trusts, estates, and small businesses. The firm employs a modern portfolio theory approach with globally diversified portfolios and uses fundamental analysis alongside market trend and economic cycle reviews.