Shane's career spans 20 years of educating clients and advisors in the financial services industry.
His time in the industry began as a Mortgage Consultant where he based mortgage decisions on clients’ financial objectives. As an advisor, he loves coaching clients through the financial planning process to help them pursue their goals. As a Wholesaler, he educated financial advisors on investments and other product offerings. What remains consistent throughout his career and life is his overwhelming passion to educate and coach.
He lives in Monument, CO with his wife, Stacy and their three children. When not coaching softball, basketball, or golf, he enjoys spending time with his family, golfing, hunting, fishing, snowboarding, and nearly anything else that involves time outdoors.
He currently hold the series 7, 63, 65 and 26 securities licenses through LPL Financial.