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Jeff Engelman, CFP®, ChFEBC℠ Photo Jeff Engelman, CFP®, ChFEBC℠ Hover Photo
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Jeff Engelman, CFP®, ChFEBC℠

Financial Strategist, Partner

jeff

Jeff Engelman, CFP®, ChFEBC℠

Financial Strategist, Partner

Jeff Engelman grew up in the Midwest learning the value of hard work, responsibly, and integrity. These values became rooted in his work as a financial strategist and guides his commitment to helping his clients pursue long-term financial success.

Jeff entered the investment industry by participating in a full-time college internship program while earning his bachelor’s degree in business administration from the University of Nebraska at Kearney. In addition to his education and experience, Jeff holds the CERTIFIED FINANCIAL PLANNER™ and Chartered Federal Employee Benefits Consultant designations.

Jeff currently resides in Denver, Colorado with his wife and three children. He enjoys spending time with his family and friends as well as watching sporting events—especially his beloved Nebraska Cornhusker team. The Engelman’s are members of Good Shepherd Catholic Church. 

It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you'll do things differently.
- Warren Buffett

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Shelly Schell Photo Shelly Schell Hover Photo
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Shelly Schell

Financial Strategist, Partner

shelly

Shelly Schell

Financial Strategist, Partner

Shelly Schell provides wealth management solutions for individuals, families, and corporate clients throughout Colorado and Florida. These solutions include the integrated delivery of financial planning and investment advisory services customized to each individual client.

With 2 decades of Investment experience and a passion to help clients meet their financial goals, Shelly utilizes a comprehensive approach to tailor investment solutions for each client she serves.  Shelly’s passion to help others succeed financially is what you will find sets her apart from the many financial advisors in the industry

Shelly earned her bachelor’s degree from The Ohio State University in Columbus, Ohio before entering the investment industry in October 1998. Prior to cofounding PRISM Financial Strategies, Shelly was a wealth financial advisor at Bank of the West, Portfolio Manager at Capital Investment Counsel, and Wealth Advisor with Regions Bank in Florida.

Shelly enjoys spending her free time with her husband and 4 children, and also volunteering at her twin girls school, STEM Academy.

What lies behind us and what lies ahead of us are tiny matters compared to what lives within us.
- Henry David Thoreau

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Amy Shroff Photo Amy Shroff Hover Photo
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Amy Shroff

Financial Strategist, Partner

amy

Amy Shroff

Financial Strategist, Partner

Amy Shroff has a passion for building strong relationships with clients to fully understand their goals and objectives, which she finds is critical in being able to guide them on their financial journey. Her active listening skills, attention to detail and empathy are a few of the traits her clients appreciate and value most. She brings her energy and expertise to make the planning process an easy to understand, enjoyable experience where clients look forward to their regular meetings to monitor the progress of their financial plan.

Amy started her investment career as a Financial Advisor in October 1999 after attending Michigan State University and Western Illinois University where she earned her bachelor’s degree. Prior to cofounding PRISM Financial Strategies, Amy worked as a Senior Wealth Financial Advisor at Bank of the West and gained her extensive industry knowledge and experience from working at other large national firms such as Charles Schwab and US Bank.  She specializes in customized investment solutions for Baby Boomers, Mature Adults and Women in a thoughtful, creative manner. 

Amy is happily married with three rambunctious children and her beloved German Shepherd to keep her busy.  At home, she enjoys spending her Fall Saturdays cheering for her Spartans as they come head to head with her fellow co-founder’s college teams and watching her children grow and learn.  

Spread love everywhere you go. Let no one ever come to you without leaving happier.
- Mother Teresa

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Eric Maaske Photo Eric Maaske Hover Photo
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Eric Maaske

Partner

Eric Maaske

Partner

Eric Maaske uses his aptitude for research and analysis to aid in the delivery of investment recommendations by the firm’s financial strategists to their clients.  He provides insights on various markets, economies, and investment vehicles that are essential to PRISM’s financial strategies.

Eric graduated from the University of Nebraska at Lincoln with a bachelor’s degree in agricultural economics and animal science in May 1997. Upon graduation Mr. Maaske entered the investment industry in July 1997.  

Eric now resides in Kearney, Nebraska with his wife and three children. He has stayed true to his farming roots and remains involved with his family’s farming operation in a limited capacity. The Maaske’s are members of Holy Cross Lutheran Church.

If you want to succeed you should strike out on new paths, rather than travel the worn paths of accepted success.
- John D. Rockefeller

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