Communication, Quality, and Balance guide everything we do at Shockley Financial, ensuring we deliver exceptional service and trusted financial solutions.
Our approach combines traditional values of trust and transparency with forward-thinking strategies to navigate the evolving financial landscape. We believe in building long-term relationships with our clients, ensuring they receive the guidance and support they need for sustained success.
Meet the Team
Keith Shockley,CPA
Keith Shockley is the founder of Shockley Financial, an accounting firm established in 2021 with a focus on simplifying lives for business owners. With over eight years of experience in commercial banking at BB&T and Wells Fargo, Keith served in roles from analyst, commercial credit underwriter, and commercial banker. Following his banking career, Keith served as Controller at Jackson Sumner & Associates, refining his expertise in financial operations. Alongside his professional roles, he co-founded Center 45 Climbing & Fitness over eight years ago, demonstrating his entrepreneurial spirit and commitment to community engagement. Keith holds a bachelor’s degree in finance and a master’s degree in accounting from Appalachian State University. Keith is a Certified Public Accountant, and his accounting, finance, and entrepreneurial experience allows him to bring practical insights to his clients to assist in the management of their financial systems.
Ashton Phillips
Ashton graduated from Appalachian State University in 2018 with an undergraduate degree in management and a graduate degree in applied data analytics. His professional roles include serving as a financial analyst for Old Dominion Freight Line and as a controller for Jefferson Landing Golf and Country Club. His time at Jefferson Landing allowed him to lead several internal system upgrades, which piqued his interest in helping companies move to easier and more efficient methods of operating. Serving as Senior Accountant for Shockley Financial, Ashton is involved in maintaining and improving financial systems that simplify the lives of small business owners.
We’re Here to Help
Our expert advisors are here to listen, analyze, and tailor solutions specifically to your needs.
Schedule your session now and take the first step toward achieving your financial goals.