Shel has been affiliated with Carter Financial Management since 1986 when he began his financial planning career as a case writer for Carter Advisory Services in Dallas.
Shel’s clients include professionals, executives and small business owners in need of long-term investment strategies. He builds and maintains relationships through careful listening, facilitating productive dialogue and translating complex concepts into straightforward language. A thoughtful assessment of individual needs and appetite for risk allows Shel to generate and implement strategies designed to meet financial objectives while helping to foster independent decision-making skills.
For 15 years, Shel was an administrative law judge with the City of Chicago’s Department of Administrative Hearings. Appointed to a range of departments including health, environmental services and consumer protection, he conducted hearings and decided cases for violations of Chicago’s municipal code. He has also been an adjunct faculty member at Mundelein College/Loyola University and Illinois Benedictine College teaching business law and corporate finance.
Shel is also an author who has published The Eye Inside Personal Finance: Discovering the Connection Between Our Financial & Spiritual Lives (2014), Stick it to Your Ticket, The Unofficial Guide to Beating Your Parking Ticket in Chicago (2008) and Spiritual Finance:The Relationship between Spirituality and Your Financial Planning (2004).
Shel attended Indiana University Kelly School of Business where he received a BS in Finance. He earned his JD from Chicago-Kent College of Law in 1985. An avid biker, martial arts enthusiast and voracious reader, he resides in Chicago with his wife and two daughters.