Shane is a co-founder of 1858 Haven Private Wealth. With over 25 years of experience, he delivers comprehensive wealth planning to a select group of clients, including executives, business owners, and retirees. His expertise spans retirement income, education, estate, and tax planning strategies.
A CERTIFIED FINANCIAL PLANNER® professional and CRPC® since 2005, Shane is known for helping clients stay focused during turbulent markets. His transition from two Wall Street firms to launching 1858 Haven Private Wealth reflects his commitment to personalized service.
Shane lives in Alpharetta with his wife, Kate, and they have two daughters, Cailin and Erin.
CA Insurance License 0G08415, Resident State GA