Shane advises large, family farm and ranch owners on how to manage their assets for the long-haul. As a Pinion Wealth consultant, he works closely with Pinion colleagues to integrate investment and estate plans. He also oversees the firm's insurance plan services—term, whole life, universal life, variable life—explaining the differences so people can confidently select the policy best-suited to their circumstances.
With close to 20 years investment experience, Shane understands the nuances of each investment and insurance product. He builds investment portfolios tailored to match an individual’s requirements. Based in our Kansas City office, he serves clients across western Kansas, Oklahoma and Colorado.
Shane earned his AAMS from the College of Financial Planning and RFC designation from the International Association of Registered Financial Consultants, Inc. Shane holds series 6, 63 and 65 licenses, as well as life and health insurance licenses. He is actively involved in the community through support of the Dodge City Community Concert Series, American Red Cross, United Way and the Dodge City Recycling Center.
When Shane is not working with clients, he enjoys traveling with his wife and children, taking in the Colorado Rockies and participating in mountain sports. He is a motorcycle enthusiast, riding his Harley Davidson whenever he can.