My NET WORTHWHILE™ is helping people experience a healthy relationship with money.
Committed to helping people bridge the gap between their values and financial decisions, Shane is constantly learning about the industry’s technical and interpersonal aspects. With a knack for breaking down complex problems into simplified, communicable pieces, Shane leverages his left-brain dominant way of thinking to help people experience peace in their finances so they can focus on what matters most to them.
Before SignatureFD, Shane worked at Merit Financial Advisors, providing a broad range of planning support to a large team of advisors and clients. Shane holds a Bachelor of Science in Mathematics from the University of North Georgia and completed the Financial Planning Program at the University of Georgia’s Terry College of Business.
When Shane isn’t providing planning support to the SignatureGrowth and SignatureEntrepreneur teams, he enjoys sports of all kinds, chess, DIY home improvement projects, visiting new places in Atlanta, and reading.SAVE AS PDF
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if SignatureFD is engaged, or continues to be engaged, to provide investment advisory services.