Shane is a fully licensed Financial Advisor who has been helping clients achieve their goals for more than two decades. Comprehensive financial planning is the foundation of every client relationship. Shane is a Northwest Ohio native, received his Bachelor of Arts degree in Finance at Saint Mary’s University of Minnesota and works out of our Toledo office. He believes no two clients are alike, and that attention to detail, good listening skills and great empathy are symbols of his appreciation to his clients. “I try never to assume where someone is in life,” Shane says. “ Achieving and managing wealth is no longer a textbook approach, so I listen to you and personalize a tailored solution. M