For over a decade, Shane has dedicated himself to helping his clients achieve financial independence, allowing them to retire with Clarity and Confidence. As a father and a grandfather, Shane understands that there are far more important things in his client’s lives than money, and he works diligently to ensure that they can focus on those things. Having spent nearly 20 years behind the scenes in the manufacturing industry, he gained a deep and unbiased knowledge of how the real economy works. Because of that experience, he believes that understanding the complex relationship between the economy and the financial markets is paramount in managing risk, providing sound advice and implementing wise solutions. His approach, of building a well-crafted wealth management plan that integrates the four pillars of Asset Management, Tax Planning, Risk Management, and Estate Planning puts the focus where it should be, on the client’s best interests. For Shane, the saying “you only get one life, so you should live it the best way you can” is the driving force behind his work for his clients…helping them to live their lives, the best way they can.

Shane holds the Registered Financial Consultant (RFC) designation and has passed his series 7 and 66 exams.