Designations and Education
Certified Financial Planner™ (CFP®)
Chartered Financial Consultant (ChFC®)
Financial Planning Association of Utah
Utah Chapter chairman 2013
Utah Chapter president 2012
Society of Financial Service Professionals
Utah Chapter Executive Board member 2012-2013
M.B.A., Brigham Young University
B.A., economics, Weber State University
B.A., English, Weber State University
Financial planner, DMBA, 2003 to present
Asset retention specialist, Beneficial Life Insurance Co., 2002-2003
Financial adviser/district manager, American Express Financial Advisors, Inc., 1995-2002
President’s Recognition Award for Quality Advice
Broker dealer agent, Fidelity Investments, 1993-1995
Financial Management Experience and Philosophy
Shane is the past president and chairman of the Utah Financial Planning Association. He serves on the Utah Motor Vehicle Safety Inspection Board,
an appointment made by former Governor Mike Leavitt. Shane is a periodic guest of KIRO Radio in Seattle and Nation Public Radio (NPR) for financial matters.
He is a frequent guest of KSL Radio and Television lending financial expertise to news stories. He also contributes articles on personal finance for the
Deseret News in print and online.
Shane and his wife, Vicki, have four children. An avid sportsman, he likes to run, play rugby, snowboard, and surf.