Shanell is the Chief Operating Officer for Commonwealth Financial Services (CFS) and has been with our firm since July of 2008. Shanell currently holds the Financial Paraplanner Qualified Professional™ designation as well as the Accredited Wealth Management AdvisorSM designation. She has also acquired her Series 7 registration through Securities America and her Series 66 registration through Arbor Point Advisors, LLC. Her career began in customer service and lending, giving her over 10 years of experience in the financial services industry. At CFS, Shanell manages the day to day operations, including human resources and staffing, assisting the partners with strategic planning and overall business operations. Her varied experience in client services helps her to guide the team in specialized projects.
Shanell and her husband Adam currently reside in Mineral Wells, WV with their two children.