Shane is a wealth management financial advisor based in San Antonio, TX.
Shane joined CAPTRUST in 2023 from Southern Wealth Management and serves as a principal. He has more than 20 years of experience offering a variety of wealth planning services including financial planning, retirement planning, and investment management to high-net-worth and ultra-high-net-worth individuals and families.
He holds a Bachelor of Business Administration degree in finance and a Master of Business Administration degree from Abilene Christian University.
Shane and his wife, Denee, have two children, Avery and Brady. Outside of the office, Shane attends his daughter’s swim meets, travels, and spends time with family. He is also on the Advisory Board for the nonprofit Wonders & Worries.
- Bachelor of Business Administration degree in finance
- Master of Business Administration degree from Abilene Christian University
- CERTIFIED FINANCIAL PLANNER™
- Member, Advisory Board, Wonders & Worries