Achieved a Master’s Degree specializing in Financial Planning from Walsh College in 2012. This is a CFP Board-Registered program that satisfies the educational portion of the CFP® designation. This is rare in this industry because it requires a great deal of personal time and money. However, I believe that education has allowed me to better assist my clients with all things financial, not just investing.
I am relatively young in my career but let there be no mistake about it, I’m not a rookie. I have over a decade of experience. More importantly, I am not retiring for at least 30+ years. You can feel confident that as we grow together over the years that I won’t be retiring anytime soon.
I specialize in “Keeping It Simple” and educating clients in a way that is easy to implement into their financial life. I want you to leave my office or hanging up the phone feeling more confident in your financial life.
Shane Brown, MSFP, AAMS®
Client Service Associate
Grew up and lives in Harrison Township.
Wife Liza. Kids: Xavier, Claire, Sy & Cassius (Woof)
I love hanging with the family and anything to do with being on the lake.