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 13 key areas that may affect financial success. Shell works closely with clients to understand their circumstances, then outline, implement, and continually analyze 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 collaborate with CPAs and attorneys to make sure my clients' investment plans are complete. Shell combines being approachable and available to meet or just talk with clients on a frequent basis. I embrace an outstanding level of professional service and knowledge with the rich resources of GCG Wealth Management. Shell holds a CERTIFIED FINANCIAL PLANNER™ certification, 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.