The Armis Strategies Team
Dir. of Portfolio Strategy
Greg combines his advanced degree from the Defense Intelligence Agency, his work as the Department of Energy’s threat assessment strategist, and his experience as a combat-tested Marine officer, to include duties as Presidential pilot, to lead a team of subject matter experts managing atypical Institutional and Business client investment strategies, while providing integrated services support. Greg applies his 30 years of planning and leadership experience to deliver risk-efficient, predictable outcomes in portfolios and cash management systems to meet client’s “goals and objectives."
Blake Schaper, CPA, MST, CTFA
Director of Advanced Planning
Blake works with advisors and the advisor's clients to optimize tax, trust, estate, and business planning for complex cases. Blake is also a Captain and Blackhawk Helicopter Pilot in the Georgia Army National Guard. He is also a husband to Loren and father of two young boys, Nate and Noah.
Kimberly Collins, RSP
Chief Compliance and Suitability Officer
Kimberly has spent fifteen years mentoring under Charles Schell to build integrated plans combining strategies in insurance, wealth management, tax and trust planning. Kimberly’s compliance and suitability background informs her process of developing and maintaining plans for Multi-Family Office clients. Kimberly is a non-profit volunteer, musician and UGA honors graduate.
Victor Wilkerson, CFP®, RSP, CLU, ChFC
Victor brings over 20 years of experience as a financial planner, wealth strategist, and client advocate to the leadership team of the firm. This experience was gained in multiple senior roles in managing financial service companies and working directly with clients. This has given him insight into effective ways to help families reach their financial goals in a complex regulatory world. Victor is a US Army Veteran.
Jake Duvall, CTFA
Director of Settlement Services
Jake’s passion, education, and experience in the industry has put him in leadership roles while simultaneously helping his own individual clients. He engages his clients using clear, relatable advice on topics that can be complex but necessary to help them reach their financial goals. Jake is a huge fan of the Falcons, the Braves, and the Carolina Hurricanes. However, his favorite “sport” to watch continues to be something he loved since childhood: professional wrestling.
Chief Operations Officer
Jake has been involved in the financial services industry since 2016, with focus on structured settlements, government benefits, traditional annuities, life care plans, and trusts. Jake is a combat veteran, and currently serves as a Blackhawk Pilot in the Georgia Army National Guard. While his military experience has instilled an array of positive traits, he believes the most important is integrity; doing the right thing for others simply because it is the right thing to do.
Chief Executive Officer
Hugh has spent 30 years of his career helping clients and advisers implement risk management and tax strategies for their business, families, and wealth. His relationships and reputation with the nation’s top carriers allow his in-depth insurance knowledge and experience to be implemented at the highest level. The use of his knowledge protects families and businesses as well as future generations.
Jay has an Accounting degree from the University of North Georgia followed by 25 + plus years of public and Governmental accounting and financial experience. Jay was led to this challenging position as Controller to help oversee the financials of this enterprise. Jay and his wife Stephanie are enjoying the peace and quiet of Hartwell Georgia. He also enjoys home improvement projects and spending time outdoors.
Director of Strategic Projects
Chris’ 25 plus years in real estate was initially comprised of the Finance, Sales, Title and Appraisal parts of the industry. Those skills left him uniquely qualified to evaluate, problem solve, manage, and sell large portfolios of commercial and residential toxic assets nationwide for the banking institutions that employed him for the past fifteen years. His banking and real-estate experience keep Chris distinctively qualified to help our client’s problem solve through any scenario that may arise. Chris and his wife Nicole spend time out on their boat or traveling with friends and family.
Erin uses her financial knowledge to analyze data that helps with proactive financial planning. Her data mining skills are vital to every team within our company. She also grew up in the Family Office environment and applies her lifetime of experience to articulate valuable insight into the unique needs of each family.
Jan brings over 25 years of experience working in the insurance industry for large and small brokerage, general agencies, as well as carrier home offices. Her insight and knowledge of the operational process and requirements in a niche market adds invaluable to our team.
In Honor of our
Founder and Chief Strategist
In July 2022, a tragic plane crash claimed the life of Charly Schell and his beloved wife, Kelli Schell.
Charly was well respected for his knowledge, vision, and leadership. He will always be an unforgettable part of us, as a company and as individuals. Part of his enormous legacy is the multitude of lives that he made better.
While Charly and Kelli dedicated their lives to the betterment of just about everyone they met, they were also passionate about helping children. Their focus was on the toughest kids in the world…those with ailments, physical challenges, foster kids and the growing number of kids who have lost a military parent.
In the spirit of Charly and Kelli, we continue to encourage awareness of their charity - Toughest Kids, Inc., which directly supports healing through life experiences for children with adverse circumstances.
Please visit the TKI website by clicking HERE
or clicking on the logo below.
Armis Strategies is affiliated with Armis Advisers, who manages the investment assets of TKI and receives an asset based fee for its services. The trustee for TKI is not associated with Armis and has approved the continued advisory relationship.