A steadfast financial partner for families and individuals
For true financial well-being, you should feel confident in where you are and sure of how well you’ve planned for the future. We can help you get there. Through customized financial planning, we partner with you to tackle everyday challenges and major milestones. From goal planning and wealth management to estate planning and wealth transfer, you can turn to us for comprehensive support and leading-edge resources. Our access to technology, research and specialized knowledge helps us nimbly adapt to your needs and objectives.
Explore services
We offer financial guidance for every place where your money and your life intersect.
Retirement Planning
Wealth Management
Legacy Planning
Risk Management
Education Planning
Banking & Lending
Life Stages
Building a foundation
As you get started on your goals, we can help you:
- Build a comprehensive financial plan
- Plan for a child’s college and other family needs
- Manage risk with insurance and basic estate planning
- Set retirement planning goals

Prime earning years
As you pursue your version of success, we can help you:
- Manage risk with insurance and basic estate planning
- Visualize and plan your retirement
- Navigate complexities such as a divorce or career change
- Preserve wealth through custom strategies

Up to and through retirement
As you ready for the next chapter, we can help you:
- Optimize your Social Security and retirement income
- Navigate healthcare in retirement
- Create a legacy plan, including charitable giving strategies
- Develop personalized wealth transfer strategies

Related Resources
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Shane Kollenborn was named to the 2024 edition of the AdvisorHub’s list of 100 Next-Gen Advisors to Watch†.
† The 2024 AdvisorHub 100 Next Gen Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Scope of practice as measured by assets, production and level of service, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Scope of Practice and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2022 – 12/31/2023, and was released on 6/20/2024. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,816 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub
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