Jim Shellenberger

Jim Shellenberger, CFA, CFP®, serves as a Financial Advisor at Elevate Wealth Management since May 2018, focusing on guiding young professionals, business owners, and retirees through fee-based planning to help them make informed decisions about their wealth. In addition to this role, Jim has been a CFA Charterholder with the CFA Institute since April 2021 and previously worked as an Investment Analyst at Frontier Asset Management from June 2015 to May 2018. Jim holds a Bachelor of Science in Business Administration with Honors and a minor in Finance from the University of Wyoming, completed in 2015, and has also attended EM Strasbourg Business School in 2014.