Shane began his career in the financial services industry in 2019 after earning his bachelor’s degree from the University of Arizona. He holds the Series 7 and 66 registrations, along with the Certified Financial Planner® (CFP®) and Wealth Management Certified Professional® (WMCP®) designations, as well as his Life and Health insurance license.
Shane is passionate about helping clients simplify their financial lives and make confident, informed decisions. He takes a personalized approach to planning, prioritizing transparency and clear communication so clients fully understand their options and the strategies in place. His goal is to build lasting relationships and provide guidance that evolves alongside each client’s needs and long-term objectives.
Originally from Northern California and now based in Arizona, Shane enjoys staying active and making the most of the outdoors. Outside of work, he can often be found on the golf course, on the lake, or spending time with friends and family. Shane is also a co-founder of Wish Upon A Sunflower, a family-led fundraising initiative that supports Make-A-Wish® Minnesota.
The charitable entities and/or fundraising opportunities described hereinare not endorsed by or affiliated with Cetera Advisors LLC or its affiliates.Our philanthropic interests are personal to us and are not reviewed,sponsored, or approved by Cetera.