Shane has been with Wealth Distribution Strategies, LLC since 2021 and comes to us from Transamerica Financial Advisors, where he has been an advisor since 2002. In addition to working with our clients as an advisor, he also specializes in helping our pre-65 retirees navigate the Affordable Care Act Marketplace.
Shane graduated from the University of Wisconsin-Madison with a Bachelor of Science in 2001. There he received a Bachelor of Science with a major in Personal Finance. In 2021, he obtained his Accredited Investment Fiduciary (AIF®) designation.
Shane lives in Fitchburg with his partner, Kerry, and their dog Dexter and two cats, Stanley and Morty. Shane enjoys golfing, playing Magic the Gathering, and spending time with his friends and family.