Vice President and CFO
(800) 733-4487 x 305
Shane joined Pacific Financial Designs in 2003 and has specialized in investment strategies and plan design for both groups and individuals. While focusing on tax issues and market volatility, Shane has helped hundreds of clients transition into retirement using a variety of investment vehicles.
Shane graduated from Eastern Illinois University’s School of Business with a degree in Accounting. After working with large corporations in private sector accounting several years, he developed extensive knowledge of tax laws and their application in financial products.* He has been recognized with multiple Court of the Table qualifications by the Million Dollar Round Table (MDRT).