Private Wealth Manager
Shane grew up in Clearwater, KS where he learned the Midwestern values of hard work, integrity, and life-long relationships. As a proud Shocker, Shane graduated from WSU in 1997 with a bachelor’s degree in Business, and in 2000, he completed his MBA from Baker University.
Shane joined the team in 2013 after transitioning from his previous position in the medical field. He spent eight years building relationships with medical professionals, helping them with issues and business practices related to medical devices, wound management, and vaccinations. Prior to that, he spent nine years with Boeing in project management working on large, long-term government contracts.
Shane is dedicated to helping people realize goals they never thought would be achievable. He knows that people work very hard over a lifetime to build wealth and believes it is extremely important to create a plan that allows clients to use it as well as protect it.
Shane and his wife, Dana, have three kids, Caden, Brysen, and Emersyn, who keep them very busy, and love watching them grow. In his free time Shane enjoys tackling DIY projects, watching the kids compete and spending time with friends and family.