Shane is licensed in Life, Accident, and Health insurance and holds his Series 7 and Series 66 securities registrations. A graduate of Union College and former member of the Union College Men’s Lacrosse team, he brings discipline and teamwork to his practice. Shane became a financial advisor to make a positive impact and reduce financial stress through clear, strategic guidance. Outside of work, he enjoys fitness, traveling, and cooking.
As a Financial Planner, Shane services the financial needs of individuals and businesses while looking to build long-term relationships. He collaborates with his clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help get them there. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, Shane can identify solutions for specific needs or build and implement a financial plan that can help put them in the best position to succeed.