Shane has 17 years of educating clients and advisors in the financial services industry.
His time in the industry began as a Mortgage Consultant where he was responsible for educating clients on the best mortgage to select based in their financial objectives. As an advisor he loves coaching clients through the financial planning process to help them achieve their goals. Shane spent 10 years as a Wholesaler where he educated financial advisors on investments and other product offerings. What remains consistent throughout Shane’s career and life is his overwhelming passion to educate and coach.
Shane currently lives in Colorado Springs, CO with his wife Stacy and three children, Cody, Brady, and Josie. He enjoys spending time with his family, coaching baseball, golf, hunting, fishing, snowboarding, and spending time outdoors.
He currently hold the series 7, 63 and 26 securities licenses.