Shane joins our firm as a Financial Planning Associate after spending seven years at Wells Fargo Advisors. He holds both the Series 7 and 66 licenses.
He is a graduate of Stevenson University, where he earned a B.S. in Business Management with a focus in Finance. During his time at Stevenson, Shane was a member of the Men’s Golf team, helping lead the team to two NCAA National Championship appearances over his four years.
A lifelong fan of the Los Angeles Rams and LSU Tigers, Shane pairs his love of golf with a deep appreciation for sports. He currently lives in Frederick, Maryland, and when he’s not in the office, you’ll likely find him traveling, on the golf course, or relaxing at the beach.