Meet Our Team

Real People, Giving Real Advice, Tailored Around Your Needs
BIOGRAPHY

Jeff Engelman, CFP®, CIMA®, CRPS®

Financial Strategist—Managing Partner
BIOGRAPHY

Shelly Schell, CDFA®

Financial Strategist—Partner
BIOGRAPHY

Amy Shroff, AIF®

Financial Strategist—Partner
BIOGRAPHY

Robert Single

Financial Strategist – Vice President
BIOGRAPHY

Peter Gaide, MBA

Business Development Officer
BIOGRAPHY

Tom Gonnella, MBA

Business Development Officer

Industry Leading Awards and Credentials

Investment advice offered through Integrated Partners, doing business as PRISM Financial Strategies, a registered investment advisor. Securities offered through M.S. Howells & Co., member FINRA/SIPC. M.S. Howells & Co, Integrated Partners and PRISM Financial Strategies are separate entities.

Disclosures: Firm ADV, Part 2 Brochures | Part 3 Form CRS