Shelly Schell, CDFA®

With a career spanning over two decades as an investment advisor, Shelly harnesses her extensive experience to promote a philosophy of education-centric financial planning. She believes in empowering individuals to create a seamless connection between their fiscal choices and lifestyle habits.

Beyond her role as an investment advisor, Shelly holds the certification of a Divorce Financial Analyst (CDFA®). She employs her professional prowess to assist individuals in analyzing the far-reaching financial implications of divorce. Amidst the tumultuous period of divorce, Shelly emerges as your steadfast ally. Whether it’s navigating through asset division, assessing the financial feasibility of diverse settlement options, or strategizing for future financial health, Shelly’s support instills the confidence to traverse the challenging financial terrain of divorce.

Shelly’s professional mission is to establish a bridge between your personal values and financial judgments, thereby aiding you in realizing a life of profound satisfaction and purpose. Her financial enlightenment began early on when she was ten years old, with her father introducing her to the intricacies of stock investment. Since then, her passion for the financial markets has only intensified, and she finds profound gratification in assisting clients like you in achieving your distinctive vision of financial prosperity.

At the center of Shelly’s approach is the cornerstone of value and purpose education. With this personalized experience, she emboldens you to explore the meaningful facets of your financial life. Utilizing diverse tools such as vision boards and other educational resources, she directs your journey toward a profound understanding of your financial ambitions and aspirations. Once she has comprehended your expenditure, saving, and investment patterns, she tailors a financial plan that is in harmony with your principles and requirements. Shelly’s unwavering dedication to her dynamic lifestyle approach ensures your financial journey is distinctively customized to you.

Shelly earned her bachelor’s degree from The Ohio State University, Columbus, Ohio, after which she embarked on her career in the investment industry in October 1998. As a co-founder of PRISM Financial Strategies, she continues to shape the financial futures of countless individuals.

In her personal life, Shelly cherishes the time spent with her husband Scott and their children Dylan, Brady, Summer, and Shelby. Her hobbies include gardening, running, fishing, and crafting.