Shane approaches financial advising as a dynamic and evolving journey, tailoring each financial plan to align with his clients’ changing lives. By serving as both a financial guide and a trusted sounding board, Shane is passionate about building meaningful relationships that help clients navigate life’s challenges and celebrate its milestones.
With over 20 years of experience in financial services, Shane began his career in trust and estate planning before transitioning to wealth management in 2011. Since then, Shane has been recognized as an ETF.com Top 100 Financial Advisor and has written articles for both Yahoo! Finance and Nasdaq.com.
A dedicated community leader, Shane has served on the boards and advisory committees of organizations such as Young Philanthropists, Compass for Kids, the American Red Cross, and Community Child Care Connections. He is a 2011 graduate of Leadership Springfield and an active member and volunteer at Westside Christian Church.
Shane’s wife, Maggie, a retired teacher, now keeps busy as the unofficial chauffeur for their two sons, Nolan and Archer. Outside the office, Shane enjoys coaching his sons’ sports teams, spending time with their family dogs, and attending live music events with friends.
