Steffan Shelemey, CFP®

When I sit down with clients, I’m focused on developing strategies that will provide them peace of mind. 

Over time, a person’s life will bring changes.  Changes in the family, the business, or a career can create new financial complexities – this can require flexibility to stay on track and reach the end goal. 

With my help, clients can navigate the financial complexities in their lives with confidence.

The Pit Crew

Troy Shelemey

Sandra Shelemey