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Biography

With over 20 years of experience in wealth management, Shane serves as a Senior Principal Wealth Advisor in the Alpharetta, GA office. He specializes in helping individuals, families, and business owners make confident financial decisions. He does so by guiding clients through every stage of their financial journey, with experience spanning investment management, retirement cash flow, insurance and estate planning. Shane’s mission is to build lasting relationships and provide guidance that not only manages wealth but also brings peace of mind for the future.

Prior to joining Cerity Partners, Shane spent close to 15 years with Goldman Sachs in their Personal Wealth division, where he worked closely with corporate executives and their families on comprehensive financial planning strategies.

When not in the office, Shane enjoys boating with his wife and daughter on the Georgia lakes or fishing with friends and family in the Florida Keys.

Education

  • Business Administration - Finance from the University of Central Florida

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.