About Me

Shane has been with Northwestern Mutual since December 2016. As a Wabash College alum, he holds a bachelor's degree majoring in economics and triple minoring in business, history, and Asian studies. 

Shane is passionate about helping individuals and families find freedom from financial worry. One of the things he loves about Northwestern Mutual is the collaborative, team-oriented approach. When clients choose to work with Shane, they benefit from both his expertise and that of his team. While they each bring different strengths to the table, they're united in the commitment to serving clients with excellence. Nothing is more rewarding than seeing clients thrive.

When he's not working, Shane enjoys spending time with his wife Georgia and little one on the way, is an avid basketball and baseball fan (Go Braves!), continues to polish his golf game, and enjoys traveling to new and familiar places. 

Areas of Expertise

Multigenerational Planning

Tax-Efficient Strategies

Estate Planning

Investment Planning & Strategies

Life Insurance Strategies

Insurance Protection Strategies

Disability Planning

Retirement Planning & Income Strategies

Get a financial plan that prioritizes your priorities.

I'll guide you through each step so you'll feel confident that you can do the things you've always wanted to—without having to worry if you can. See how we'll get it done below:

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  • Look at where you are today

    Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.

  • Identify where you want to go

    Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.

  • Put together range of options to get you there

    Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

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