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Meet the CEO

Charlie

Charles Shinneman 

Charlie Shinneman graduated from Purdue University with a degree in Financial Counseling and Planning and has been working in the financial services industry for nearly a decade. Charlie has worked for a debt settlement firm before entering into the banking industry, he has since been affiliated with McAdam Financial in downtown Chicago and continues to grow his client base. He has excelled as an independent financial advisor at McAdam and decided to expand his scope to further service clients in the industry. On January 1, 2017, Charlie acquired AGT and now serves a larger client base with his knowledge and expertise in financial planning.

His professional focus is helping his clients achieve their financial goals and build wealth while keeping assets safe from market volatility. He has a broad scope of financial products that he specializes in ranging from fixed index annuities to brokerage accounts through companies such as Charles Schwab and Fidelity.

Charlie Shinneman is the Owner and CEO of AGT The Safe Money People, a comprehensive financial services firm offering financial planning to help clients protect their wealth. He has put together a team of caring, knowledgeable & professional people that work together with clients to establish safety, growth and peace of mind in retirement.