Shane Stelma

The best way to describe Shane Stelma is untraditionally determined.

He is determined to excel on his own terms, choosing the untraditional route for his achievements. “If you’re going to do something, you might as well do it right the first time,” Shane says. After growing up in a lower-income household, a single mother, and three siblings, he decided to enter the workforce immediately after high school. And on his 20th birthday, Shane was a homeowner. Mature beyond his years, Shane quickly honed in on his professional goals. He holds a bachelor’s degree in accounting from the University of Phoenix and a master’s degree in finance from DePaul University. It only seemed natural to join Alliance Financial Group and become a financial representative. Shane currently holds 2-15 Insurance license, Series 66, Series 7, Chartered Financial Consultant designation and pursuing his Chartered Life Underwriter designation with The American College. Shane’s specialties begin with analyzing his client's current financial standing and where their vulnerabilities may lie in the future. “Most of my clients are just now going through some of the things I did years ago. That insight along with my professional recommendations, allows my clients and I to work together in making the best decisions for their particular situation, he says.” By educating his clients through case design and big picture thinking, Shane works with his clients to help them save money while spending guilt-free. Born and raised in Rockford Illinois, Shane has lived in Chicago and currently resides in Cape Coral to settle into a career that creates “aha” moments. His passion for educating others on how to achieve their goals is key. For Shane, it’s one of the most honorable tasks a person can do. He encourages his peers to ask questions and seek understanding regardless of how many times he needs to re-explain it. It’s safe to say, a client of Shane Stelma is well-taken care of. Outside of the professional world, Shane enjoys spending time with his family, traveling the world, meeting strangers, and golfing. If you are curious to learn more about Shane and how he can assist your financial concerns, reach out directly with no hesitation.