Broker Check
Shane Pfingsten

Shane Pfingsten

Private Wealth Manager

Shane’s Role

As a Private Wealth Manager, Shane focuses on providing practical solutions as he guides clients through their financial journey. He prides himself on being available for clients, and he helps them address key questions about their financial plan, retirement distribution strategies, and effective money management.

Recognizing the emotional and financial impact retirement has on a person’s life, Shane is passionate about educating his clients so they can make wise decisions with confidence. He takes time to listen to their concerns and questions, and he offers a holistic perspective so they can gain a clear understanding of their situation and priorities.

He finds great joy in seeing his clients succeed and always places their best interests at the forefront of the planning process. Many of his clients become friends, and he often serves as a source of wise counsel in multiple areas of their life.

Advising Approach

Throughout his career, Shane has learned to face challenges with excitement, develop creative solutions to problems, and never give up in the face of difficulty. This experience has instilled in him a profound sense of commitment, which he brings to his role as a Private Wealth Manager.

As he works with clients, his goal is to open their eyes and prepare them for every possibility, and he makes a point to have proactive conversations about the future so they can plan with purpose. Understanding the impact inflation will have on his clients' finances, he takes a future-focused approach to retirement planning. Considering each person’s goals, he develops custom strategies designed to prepare their portfolio to keep pace with inflation over time.

Education & Background

Shane holds a degree in business marketing from Wichita State and an MBA from Baker University. During his nine-year tenure at Boeing, he gained experience in supply management, proposal management, and business development before transitioning into sales.

In 2013, a mutual friend introduced Shane to John Toothaker, and Shane’s career path changed forever. Now, he gets to pursue his true passion, taking care of people and building financial plans that meet their needs.

Personal Life

Shane grew up in Wichita, Kansas, where he currently resides. He and his wife Dana married in 1997, and they are the proud parents of two adult sons and a teenage daughter. In their free time, Shane and Dana enjoy socializing with friends and attending concerts, country music being their favorite.

Shane is also a classic car enthusiast, and he enjoys working on them or taking them out for a spin whenever he can. On the weekends, you can find him cheering for the Nebraska Cornhuskers and the Kansas City Chiefs or diligently maintaining his yard—his preferred form of exercise.