Meet Shane


Shane received his bachelor’s degree from Bellevue University and has over 14 years of experience in the financial service industry, and is Series 4, 7, 24, 52, 53, 63 licensed. Shane worked a number of leadership and project roles in Operations and Service departments. Along with a number of different roles throughout the years; in brokerage call centers, trading desk, compliance, trade supervision and private client services.

Shane has two wonderful children Ezra (7) and Kizer (3). He is a sports fan and enjoys watching his children participate in them. Shane is enjoys running, biking and fishing when he has free time.

Favorite Food:

Open face roast beef sandwich

Favorite Quote:

“Be yourself; everyone else is already taken.”- Oscar Wilde

If I could meet anyone, past or present, it would be:

Abraham Lincoln

Favorite Book:

Make Your Bed: Little Things That Can Change Your Life…And Maybe the World

Favorite Movie or TV Show:

The Goonies

Favorite Holiday:

4th of July

Place I’d Most Like to Visit: