Shields Cattau Financial Group

Our mission is to help individuals and families define their core values and create financial plans that prioritize what matters most to them, guiding them through life’s milestones.

Team Intro

Our mission is to help individuals and families define their core values and create financial plans that prioritize what matters most to them, guiding them through life’s milestones.

Our story

Guiding and Supporting

It inspires and humbles us to help families make their dreams a reality. The joy we experience in being part of the journey that leads to sending kids to college, becoming financially independent, and creating significant gifts for children and charity feeds our souls. We consider our clients an extension of our families.

Our team

Stephanie Shields

AEP®, CFP®, FIC, RICP®, CLTC®, BFA™

Wealth Advisor

Luke Cattau

CFP®, FIC, CLTC®

Associate Wealth Advisor

How we work with you

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We listen first, understand your goals, and provide personalized guidance to help you make informed financial decisions with confidence.

Together, we'll build a plan designed not just for where you are today, but for where you want to be tomorrow.

Our solutions

Dedicated planning services

Comprehensive advice and financial strategies that are in your best interest.

Advice services

Achieve financial clarity and confidence as you work toward your financial goals and dreams.

Insurance

Illness. Injury. The loss of you or a loved one.

Thrivent membership benefits

When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.