
Shane is a Vice President and Senior Financial Advisor for WTB Investment Services, serving clients in Eastern Washington. With a commitment to understanding the latest investment solutions and a passion for helping his clients succeed, Shane has a proven record of providing …
About Shane
Shane is a Vice President and Senior Financial Advisor for WTB Investment Services, serving clients in Eastern Washington. With a commitment to understanding the latest investment solutions and a passion for helping his clients succeed, Shane has a proven record of providing clients with personalized plans that help them reach their financial goals. He focuses on easy-to-comprehend advice, believing that financial planning is a team effort, and all parties should be informed and understand their options.
Credentials
- FINRA series 7
- FINRA series 63
- FINRA series 66
- AIF®
- CWS®
- Life insurance license
- Health insurance license
Education
- BA, University of Southern California