Shane Stelma, ChFC®, CLU®, is a Financial Advisor and Managing Associate with Alliance Financial Group. He works with individuals and families on topics including retirement, investments, protection, debt, and long-term planning. His approach begins with learning what matters to each client and explaining financial concepts in a way that meets them where they are.

Shane studied accounting as an undergraduate and began his career in accounting while pursuing a master’s degree in finance. Drawn to the opportunity to help people better understand their money, he moved into financial services. Today, he uses a whole-picture approach to help clients see how their income, assets, liabilities, protection, and goals relate to one another.

In addition to working with clients, Shane mentors new advisors and helps facilitate training at Alliance Financial Group. He also co-hosts the firm’s Business Casual podcast with Keith Smith, bringing financial topics into everyday conversation.

Outside of work, Shane enjoys spending time with his wife and daughter, traveling, golfing, playing basketball, running, and rug tufting.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Alliance Financial Group is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 4118852.