Shane believes the key to financial success is having a sound process. His fiduciary mentor was a U.S. Coast Guard search and rescue helicopter pilot who never got into his helicopter without going through a clear and defined process, because the potential consequences of an error were always dire. Every client Shane works with receives a duty of care based on a fiduciary process to minimize the chance of costly mistakes and create better outcomes.
Shane understands more time is spent planning vacations than planning or retirement because financial discussions can be difficult and overwhelming. He enjoys the labor required to work through the process, taking much of the burden off of his clients. He uses plain language rather than jargon to help make important financial concepts easy to understand.
Shane loves engaging business owners and employees to create smart retirement saving strategies that reduce taxes. He uses deep knowledge of the 401(k) industry to help employers navigate the seemingly endless plan options.
- BA, International Politics, Bringham Young University,
- 2012 - 2021, Sales Consultant, Alliance Benefit Group of Houston
- 2010 - 2012, Financial Advisor, Wells Fargo Advisors
- 2008 - 2010, RVP, Transamerica
- 2002 - 2008, AVP, National Financial Partners
- 1998 - 2002, Investment Advisor, Fidelity Investments
- CFP® (Certified Financial Planner)
Shane was born in Moab, UT. His great grandfather moved the family to Utah from Texas during the Dust Bowl days. Shane’s grandfather practiced geology in uranium exploration, mining and development in the Moab area. He served as the mayor of Moab and spent 40 years on the Moab city council. Shane grew up in Price, UT, a small coal mining town. His father is a hard-nosed Vietnam vet, and Shane’s mom is a kind and loving mother. They both taught him the value of hard work and nurturing and loving your children. Shane loved to debate in high school. His team took state in back-to-back years.
Shane served a mission for the Church of Jesus Christ of Latter-Day Saints in California and South Korea. Upon returning he earned a degree in international relations from Brigham Young University in Provo, UT. Shane started his career at Fidelity Investments, then moved to Austin, TX, in the early 2000s with his wife Brae, who wanted to secure an advanced degree at the University of Texas in Audiology. In Austin, Shane worked at National Financial Partners (NFP) and was asked to launch the retirement plan division of NFP Benefits. During that time, Shane studied nights and weekends to earn his CFP® designation. In 2012, Shane took a consulting position at ABG Houston, where he practiced as a personal wealth manager and 401(k) plan specialist. Brae and Shane live with their two boys in Cypress, TX.