Meet the Shields Strategic Wealth Team
At Shields Strategic Wealth, we believe financial planning is more than numbers—it’s about building confidence, clarity, and lasting partnerships. Our team combines expertise, innovation, and a client-first approach to deliver an exceptional experience.
Steven Shields, CFP® – Founder & Financial Advisor
Steven leads our firm with a passion for helping individuals and families achieve financial independence. He aims to ensure that each plan is tailored to your goals and values.
ToniKay Cheney – Operations Manager
ToniKay oversees operations and ensures details are handled with precision so clients can focus on their future.
Kendall Siman – Client Service Specialist
Kendall coordinates scheduling and service needs, making interactions seamless and organized.
Dillon Peterson – Financial Planning Assistant
Dillon supports plan development and analysis, turning complex data into clear, actionable strategies.
Kayla Todd – Client Relationship Specialist
Kayla builds strong relationships and ensures clients feel supported throughout their financial journey.
Our Approach
We partner with you to create a financial plan that reflects your life and priorities. Through proactive communication and advanced tools, we aim to deliver a planning experience that is transparent, collaborative, and empowering.