After a career on Wall Street, Shane decided to become a Financial Advisor. He thought making a career of helping people understand and succeed at such an important and challenging part of life sounded good! To date, he's helped hundreds of individuals and business owners protect their wealth and grow their assets. Since first becoming licensed in 2002, he's achieved and maintained the Chartered Financial Consultant designation, upholding some of the highest standards of professionalism and service in the industry. While guiding his clients through the Lost Decade, the Great Recession, tax changes, low interest rates, a global pandemic and more, he continues to grow his practice today. Always learning, diligent and thorough, Shane distinguishes himself through the wisdom he shares, the caring he displays and the knowledge and confidence he shows in all he does.