Having entered the business at the age of 18 in 1980, this career has become more of a lifestyle for me.

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My Father Paul who started Shelemey Financial in 1965 liked to say “friends became clients & clients became friends”, he couldn’t have been more correct.

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While we help clients to build wealth and protect their families with Asset Management and Life Insurance, it’s the many valued relationships that develop over the years that truly define our success.

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We are dealing with 3rd and 4th generations of families. I am pleased to know that the future looks bright for our clients as we develop the next generation of Advisors to help serve our valued clients and their children into the years ahead.

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Please review the Bios of our team as we invite you to contact us and discover how we may be of service to you and your family.