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Stephanie Shelton

Director of Financial Services, HR Administrator, PBH Residential Care Homes
Owner, SMS Associates




Stephanie Shelton is the director of financial services for PBH Residential Care Homes. With more than 21 years of experience in financial management and business operations, Stephanie ‘s talents are crucial to the success of PBH Residential Care Homes. Her responsibilities include establishing and streamlining all accounting procedures, such as budgeting and planning, allocating funds, and managing payroll. She also produces frequent financial statements to aid in PBH’s business analytics.

In addition to her role at PBH Residential Care Homes, Stephanie owns SMS Associates – a financial consulting firm. A seasoned financial, business and marketing professional, Stephanie assists small businesses in the Dallas-Fort Worth area, refining their accounting systems to include dynamic software, robust reporting, checkpoint analytics, budget comparisons and more.

Prior to founding SMS Associates, Stephanie served as controller at SRM Ventures in Arlington, Texas. There, she was responsible for all financial and operational aspects of the multi-faceted company, which included a client list of Class “A” commercial real-estate development, property management, fine-dining restaurants and a multi-unit quick serve restaurant franchise.

Earlier in her career, Stephanie held other key executive and management positions at some prestigious Dallas-area companies, including chief financial officer and controller for Club Pro Clearinghouse/Tour Line Golf in Fort Worth, Texas, and controller of American Outcomes Management, Inc., in Fort Worth, TX.

Stephanie began her career working at the Arlington Cancer Center in Arlington, Texas. What she thought was a temporary job along a different career path became the cornerstone of her life-long profession in finance.

Stephanie’s personal interest in PBH Residential Care Homes comes from her first-hand experience with her elderly family needing ongoing assistance. She has witnessed the struggles many face when deciding where to place their aging loved ones. Stephanie is excited about PBH’s vision of a more updated aging-in-place home, and she is thrilled to be a part of the startup team.

Stephanie is a proud mother of two and is often found volunteering at her kids’ school functions and coaching their youth sports teams. In her spare time, Stephanie loves hanging out with her family and is an avid runner.

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