Shell has more than 30 years of experience bringing customized investment planning strategies to high-net-worth
individuals and their families, many of whom he has worked with for over two decades. As a Financial Advisor, Shell
utilizes a client-friendly, four-step process that focuses on the key areas that may affect financial success. Shell works
closely with clients to understand their circumstances, then outlines, implements, and continually analyzes the results of
plans he creates to help ensure that each client's changing financial circumstances and goals continue to be evaluated.
His areas of specialization include asset management, structuring liabilities, and insurance planning. He will frequently
collaborates with CPAs and attorneys to make sure his clients' investment plans are complete. Shell embraces an
outstanding level of professional service and knowledge with the rich resources of GCG Wealth Management to help
clients meet their financial objectives. He holds a CERTIFIED FINANCIAL PLANNER™ designation, a Chartered Financial
Consultant® designation, a Chartered Life Underwriter® designation.
Shell graduated from Appalachian State University with a Bachelor of Science in Business Administration. Today, he
lives in High Point, NC, with his wife, Catherine, and together they have two children. Outside of the office, Shell enjoys
boating, watching college sports and spending time with his family and friends.