Shane’s passion to help people get their financial futures on track is inspired by his business partner and mom, Mary, who has over 40 years of experience in the financial services industry. Shane and Mary partnered together in 2024 to bring personalized financial planning backed by family values to all clients and prospects.
As a Certified Public Accountant (CPA), Shane offers individualized financial and tax planning guidance to clients at any stage of life. Shane focuses on keeping our clients educated about their finances and prepared for life’s most significant financial challenges. As we work together, he takes our clients through a financial review to understand their specific goals, survey their risk tolerance, and carefully design a plan to help them get where they want to be. His goal is to help clients make sound financial decisions along their journey while understanding the principles of retirement savings, income generation, and protection.
As a Cleveland native, Shane graduated from John Carroll University and St. Ignatius High School. When Shane is not traveling or playing golf, he enjoys spending time with his family and friends and watching Cleveland sports.