Shane is a Founding Partner and Wealth Advisor dedicated to helping individuals, families, and business owners create intentional, tax-efficient financial strategies aligned to the outcomes they want. His respect for money was shaped by his grandfather, who took over the family farm at 11 years old after his own father’s untimely death. Living within your means, hard work, and never giving up were instilled in Shane from a young age — and they still shape how he approaches financial planning.

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Shane earned Bachelor of Science degrees in Finance and Economics from Utah State University and has kept learning ever since, adding a Master of Science in Personal Financial Planning along with the CFP® and CIMA® designations, among others. That education — and a few decades of experience — are the tools he uses to help clients navigate the complexities of the financial planning landscape.

When he isn’t solving financial puzzles for clients, Shane is with his wife Jessica, son Crew, and daughters Avery, Blakely, and Reese. Together they love being outdoors — hiking, camping, and simply spending time together. Shane also enjoys mountain biking with Crew and embracing life as a girl dad.