Shania A. Uhteg

Shania Uhteg is a financial advisor in the Fredonia-Arcade, New York area with HBKS® Wealth Advisors. She serves individuals and families seeking guidance in financial planning, retirement planning, estate planning, insurance, and comprehensive wealth management. With more than seven years of experience in the financial services industry, Shania brings a unique combination of technical expertise, real-world financial discipline, and client-first service to her advisory team

Shania began her career at HBKS® as an intern in 2018 and has grown into a trusted advisor through hands-on experience and direct mentorship from senior professionals with decades of industry insight. These relationships have helped her build advanced capabilities in investment analysis, strategic planning, and client relationship development, laying the foundation for a career rooted in thoughtful, comprehensive wealth management.

Her professional journey was preceded by years of real-world leadership experience. As a store manager while juggling life as a full-time student and collegiate athlete, Shania developed strong problem-solving, time management, and communication skills, traits and interactive know-how that now define her advisory approach. Her background uniquely equips her to help clients navigate complex decisions, manage competing priorities, and build financial plans that evolve with their lives.

Today, Shania specializes in working with individuals and young families in the early and mid-stages of their financial planning journey. She helps clients clarify their goals, establish sustainable strategies for wealth accumulation, and prepare for long-term financial independence. Whether navigating the basics of budgeting or creating multi-generational estate plans, Shania brings structure, empathy, and insight to every client relationship. Her approach integrates investment planning, retirement strategies, insurance solutions, and tax-aware coordination in collaboration with CPAs and other professionals.

Distinctive Expertise

• Comprehensive Wealth Management for Young Families: Tailored planning strategies that help clients establish financial security while balancing family priorities.
• Financial Planning: Grounded in real-life leadership and decision-making skills that bring structure and stability to client financial circumstances and experiences.
• Collaborative Advisory: Proven ability to work seamlessly with CPAs and seasoned professionals for integrated, tax-efficient planning.

Personal Perspective

Inspired by early life lessons about the consequences of poor financial planning, Shania is driven to help others gain clarity and confidence in their financial lives. Her core belief is simple:
“Clear, personalized strategies empower clients to make confident decisions and stay on track toward long-term financial security.”

Outside of her professional work, Shania serves as a board member of the Arcade Chamber of Commerce, giving back to the community that has shaped her journey. She also enjoys scuba diving and hiking with her husband and their black labs as well as an occasional pickup soccer league in her spare time.