DIRECTOR, INVESTMENTS & PRIVATE WEALTH ADVISOR
With almost two decades of industry experience, Shane’s clients value his deep experience in crafting investment strategies, in both bull and bear markets. Just as important, Shane utilizes a customized approach that includes the creation of a personalized financial investment plan based on individual needs and goals.
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Offered on the HJ Sims Platform
To keep things simple, we offer a full menu of financial services under one roof. Our team includes trained and certified professionals that specialize in each of the 6 key areas of financial planning. And while our experience may be impressive, what we believe matters even more is that by working as one, we are able to think outside the box and build a better game plan to help you achieve a stress-free financial future where retirement is affordable—and work is optional.
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Step 1: Click here to register.
Step 2: Begin linking your accounts.
Step 3: Your financial dashboard. See all your accounts in one place.
"We can work on your financial goals all in one environment"