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Financial Advisor - Mt. Juliet Affiliate
Shane is a passionate advisor, father, and sports fan. He became a Financial Advisor in 2012 and worked for a large broker dealer before joining the EPM team in 2016. Shane believes in focusing on the big picture while helping clients work toward their financial goals year after year. Accumulation and wealth protection strategies are a key focus of his practice.
Shane is a graduate of the University of Kentucky where he earned his B.S. in Economics. He lives in Mt. Juliet, Tennessee with his wife Emily and their two daughters, Savannah and Elaina. He is a former member of the Kentucky National Guard and is an avid outdoorsman. He also enjoys riding his motorcycle. Shane is a proud supporter of the Kentucky Wildcats.
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