Shane graduated from the University of Central Florida (UCF), double majoring in finance and accounting. Additionally, he served as a panel member at the 2015 Schwab IMPACT conference where he discussed “Developing the Next Generation of Financial Advisors” to university students and fellow advisors. He is actively involved in the Morton Plant Mease Foundation’s Planned Giving Advisory Council and Skip Cline Society, and volunteers for the United Way Suncoast’s Financial Coaching program, providing pro bono financial planning advice.
Shane and his wife, Julia, live in Tampa with their two pugs, where they can be found golfing, playing tennis, or enjoying one of the many breweries throughout Tampa Bay. Both Shane and Julia were born and raised in Palm Beach County, Florida.
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