Shane is a Financial Advisor.

Get to know Shane.

At SYM

Shane has an analytical mind with a strength for remaining calm amidst challenges. As a Financial Advisor, finding solutions using a thoughtful, methodical approach is where he thrives. Shane has yet to encounter a problem which he did not first try to solve using a spreadsheet.

Credentials

Bachelor of Arts in Finance, Financial Planning and Business Administration – Grace College, Winona Lake, IN

MS in Financial Planning – College for Financial Planning

CERTIFIED FINANCIAL PLANNER™

Community

Volunteer, Midland Evangelical Free Church

Steering Committee, MYPros

 

 

Member, Northeastern Michigan Estate Planning Council

Favorite Authors

Patrick Lencioni , Steven Levitt, & John Maxwell

Personal Pursuits

Shane has a passion for archery and hunting and has some interesting tales of his adventures. He enjoys time in the outdoors in general and spending it with his wife, Marie. Recently, Shane has also been able to put the construction skills he learned from his dad to good use, regularly volunteering with the ongoing efforts to rebuild after the Sanford Dam was breached during the 2020 flood.

As life events and stages demand adjustments to your financial plan, SYM’s mission is to proactively attend to your financial realities as your advocate so that you can focus on relationships and enjoying life. To have SYM Financial Advisors Midland work for you call 800-888-7968 or email info@sym.com.