Meet Shane
As a senior advisor, Shane coordinates the financial planning process for our clients. With over 25 years of experience bridging individuals to retirement, Shane partners with clients to help them discover, design and deploy a series of strategies to reach their goals. Shane and his team implement these customized strategies utilizing the proprietary process, the Bridge Forward FORMula. We like to think of Shane as our “fearless leader” and are happy to be led by a professional with so much knowledge and experience within the industry.
Shane attended West Texas A&M University. His many years within the financial services industry have resulted in a loyal client base and a spectrum of knowledge from which our team regularly benefits.
Outside of work, Shane enjoys spending time outdoors. He stays active with fishing, hiking, camping, skiing and kayaking. We often joke that he may someday open the world’s first outdoor financial services firm so he can combine his two passions of helping clients and being outside. After all, wouldn’t client meetings be more fun?