Shane joined our team in December 2024. He is licensed as a life & health insurance agent as well as holding his Series 7 and other securities licenses. His goal is to help make complicated concepts and paperwork clear for our clients and ensure they are taken care of with the highest level of service.
He oversees our insurance new business operations, processing applications and paperwork for all annuity and life insurance needs. Shane enjoys being the bridge between clients and their advisor to further explain the specifics of their accounts, ensuring that each client is comfortable and well-informed about their financial situation.
Shane loves Detroit sports with a particular soft spot for the Tigers and he enjoys rock climbing and playing guitar in his spare time.