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