Charlie Shinneman

Family is at the heart of everything for Charlie Shinneman, and financial planning is no exception. He founded Shinneman Wealth Group in 2017 to help families like his approach their wealth with the clarity and control needed to live their best lives. Charlie leads with a philosophy that no one should ever feel alone on their journey toward retirement.

A graduate of Purdue University with a degree in financial counseling and planning, Charlie has spent over a decade guiding individuals toward their financial goals. After building a strong foundation in debt settlement and banking, he transitioned to a new role: independent financial advisor. His vision was to move away from the industry’s “one-size-fits-all” model and create a firm dedicated to personalized, high-touch service.

Charlie is a financial professional who can offer both insurance and investment products and services. He leverages his direct communication style and deep financial acumen to create tailored strategies that protect assets from market volatility while helping clients build lasting wealth.

When he isn’t designing financial strategies, Charlie is busy enjoying life in Mount Prospect with his wife and business partner, Julia. Together, they navigate the “joyful chaos” of raising three children — Evelyn, Anders and Bodhi — alongside their two cats and golden retriever. Charlie cherishes spending quality time with his extended family at their lake house and creating lasting memories with those who matter most.