Shane is passionately devoted to the planning aspect of wealth management and takes pride in the high quality services and solutions the team is able to offer clients. He works with his clients to simplify, organize and coordinate all aspects of their wealth – allowing them to enjoy the simple things in life.

Shane is committed to helping executives, business owners, and retirees realize their long-term wealth and lifestyle goals. He believes the cornerstone of a successful client-advisor relationship is built on mutual trust and respect which develops over time, which has helped him develop genuine relationships and enjoyable partnerships with his clients.

Experience & Education

Shane joined Raymond James Financial, Inc. in 2018 because of his lifelong passion for Investing and Wealth Management. Prior to this he held various leadership positions of increasing responsibility in both Operations and Sales Management.

He holds the following designation:

• Accredited Asset Management Specialist℠ (AAMS^®)

At present, Shane is working on earning his Investment Management Professional Certificate along with his MBA from Norwich University.

Shane is also a graduate of The Ohio State University where he earned his dual undergraduate degrees in Marketing & Economics.

More About Shane

Shane and his wife, Chrissy, live in the Jeffersonville area with their son, Fletcher, and their two dogs Winston & Mattie. Shane enjoys walking the dogs around the neighborhood, gathering with friends and family, and participating in The Ohio State Alumni Association and their local events.