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Executive Consultant and Owner, Gary S. Sheller, CFP® .
Gary S. Sheller, CFP® is the founder and executive consultant at Sheller Financial Services. Gary founded the firm in 1979 and has continuously served clients on a nationwide basis since that time. Gary holds a broker's license for insurance, real estate, and securities held with LPL Financial. Gary has extensive experience working
Gary S. Sheller, CFP® is the founder and executive consultant at Sheller Financial Services. Gary founded the firm in 1979 and has continuously served clients on a nationwide basis since that time. Gary holds a broker's license for insurance, real estate, and securities held with LPL Financial. Gary has extensive experience working and advising in each of these areas. In an effort to formalize his educational background and to assure clients of his depth of knowledge, Gary added the CFP®, or Certified Financial Planner™ designation to his credentials in 1994. In addition, Gary has firsthand experience in all aspects of owning, managing, and operating other entrepreneurial enterprises.
Ashley (Sheller) Arnold, CFP® is an important member of our consulting group. Her talent for research and analysis, attention to detail, and her genuine concern for the success of our clients is a valuable addition to our team. Ashley is a graduate of the Mark Skousen School of Business with a bachelor's degree in financial planning.
Ashley (Sheller) Arnold, CFP® is an important member of our consulting group. Her talent for research and analysis, attention to detail, and her genuine concern for the success of our clients is a valuable addition to our team. Ashley is a graduate of the Mark Skousen School of Business with a bachelor's degree in financial planning. She also obtained the CERTIFIED FINANCIAL PLANNERTM in 2020 and has the Series 7 & 66 securities license held with LPL Financial.
Jeff Myska is Director of Operations for Sheller Financial. He has over 25 years of Accounting and Finance Operations experience in public accounting and global manufacturing and technology organizations contributing in a wide variety of roles and competencies. Jeff graduated from Northern Illinois University with a Bachelor of Science
Jeff Myska is Director of Operations for Sheller Financial. He has over 25 years of Accounting and Finance Operations experience in public accounting and global manufacturing and technology organizations contributing in a wide variety of roles and competencies. Jeff graduated from Northern Illinois University with a Bachelor of Science in Accountancy and is also a graduate from Washington University in St. Louis with a Master of Business Administration. He is also a Certified Public Accountant certificate holder from the State of Illinois.
The CERTIFIED FINANCIAL PLANNER ® professional designation is the standard of excellence in the financial planning industry. In order to become certified, CFP® professionals complete extensive education and experience requirements including a comprehensive exam. Their training focuses on assisting clients in the development of a holistic strategy to reach short- and long-term financial goals. CFP® professionals are held to rigorous ethical standards, including the requirement that they act in the best interest of their clients when providing financial planning services. This is known as the fiduciary standard and sets a high bar for CFP® professionals, which distinguishes the CFP® certification from the many other designations in the financial services industry.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Sheller Wealth Management, Inc., a registered investment advisory firm. Sheller Wealth Management, Inc., and Sheller Financial Services are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact securities business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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