About the Firm
From Mission to Building the Culture to Implementing the Mindset.
Our mission is to empower families to achieve financial security and life goals through personalized investment strategies, proactive risk management, and education.
We prioritize long-term relationships, listen deeply to each family’s needs and values, and provide clear, compassionate guidance so they can focus on what matters most — their lives.
How We Work
The principles behind every relationship.
Every decision and client interaction should prioritize empowering families, protecting what matters, and providing clear, compassionate guidance.
Client-First Listening
We ask questions to understand your family values and life goals before recommending solutions.
Clear Communication
We explain strategies in plain language, set realistic expectations, and document our advice.
Collaborative Problem-Solving
We consult our teammates and leverage firm-wide expertise for better client outcomes.
Proactive Responsibility
We monitor your plan and reach out when life changes or markets warrant adjustments.
Ethical Decision-Making
We prioritize fiduciary duty and transparent disclosures in every interaction.
Generational Continuity
As a father-and-son team, we plan for the long run — so your family’s relationship with us outlasts any one advisor.
Our Approach
At Shenk Capital Management, everything we do starts with you. We believe financial guidance should be personal, thoughtful, and rooted in what matters most to your family. That’s why we begin by listening — taking the time to understand your values, priorities, and long-term goals before offering any recommendations.
We communicate clearly and simply, so you always feel informed and confident in your decisions. Behind the scenes, our team works collaboratively to bring together the best ideas and strategies for your unique situation. We stay proactive, keeping a close eye on your plan and reaching out as life evolves or opportunities arise.
Above all, we are committed to doing what’s right — providing transparent, fiduciary guidance you can rely on, every step of the way.
The Advisors
Over 30 years of combined experience.
Jim brings decades of advisory experience and a steady, values-first approach. He works closely with families to translate complex financial decisions into clear, actionable plans.
Kyle partners with the next generation of clients, focusing on long-term planning, risk management, and the disciplined execution of each family’s strategy.
Our Partners
Independent [Financial] Partners
As a client of Shenk Capital Management, LLC, you benefit from our partnership with Independent Financial Partners (IFP). IFP provides us with a wide range of services, including in-house compliance, marketing, technology, and business operations solutions. This allows us to offer you personalized options for serving your individual needs and gives us access to IFP’s nationwide network of financial, legal, and insurance experts.
Independent Financial Partners is a broker-dealer and registered investment advisor. Their independent platform empowers firms like ours to deliver better client experiences through freedom of choice and constantly evolving tools. At Shenk Capital Management, LLC, we strive to provide you with the best possible financial planning solutions, supported by IFP’s expertise and resources.
Aaron Gilman serves as the Chief Investment Officer for Independent Financial Partners and the President of IFP Asset Management. He conducts analytical research and due diligence for all investment types, portfolio analyses and construction, portfolio management, and directs all activities in IFP’s asset management group. Mr. Gilman also serves as the head of the IFP Investment Advisory Committee.
Mr. Gilman is an employee of Independent Financial Partners and not affiliated with Shenk Capital Management.
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Pete Nunley conducts due diligence for investments, helps financial professionals with investment-related tasks, forecasts market returns by running regression analyses using economic variables, assists in the surveillance of Schwab, Fidelity, and TD Ameritrade accounts, and much more. He also serves on IFP’s Investment Advisory Committee.
Mr. Nunley is an employee of Independent Financial Partners and not affiliated with Shenk Capital Management.
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Hessum is responsible for processing advisory fees and serves as a liaison to advisors with regards to various billing needs with external and internal contacts. He previously has worked on a variety of quantitative trading projects with privately held firms and individual clients and was an early investor in Bitcoin.
Mr. Zangenehpour is an employee of Independent Financial Partners and not affiliated with Shenk Capital Management.
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Jake Muehlschlegel is responsible for performing the initial and on-going due diligence of alternative investments at IFP. Alternative investments include private real estate, hedge funds, private equity/credit, and real assets. Jake also serves as an extension of IFP’s wealth management teams to provide insight on manager selection and customized alternative strategies. Lastly, Jake assists IFP’s wealth management teams in completing complex tax strategies such as securitized 1031 exchanges and Qualified Opportunity Zone investments.
Mr. Muehlschlegel is an employee of Independent Financial Partners and not affiliated with Shenk Capital Management.
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Let’s build a lasting relationship grounded in clarity and trust.
Our goal is simple: steady support, informed decisions, and a plan that evolves alongside your family.
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