Shane is CFP® certificant and has worked in the financial services industry for 24 years. He began his investment career at J.C. Bradford & Co. in 1998 after spending two-years at UnumProvident, where he was an Executive Compensation Analyst.
At Compass Wealth Management, LLC, Shane concentrates on asset allocation and risk management as it relates to clients’ goals and objectives. He helps clients concentrate on goals that are immediate as well as long-term, including college saving, retirement saving, asset preservation, and asset transfer.
Shane has an extensive financial academic background, having received a Bachelor of Science degree in Finance from the University of Tennessee Chattanooga (UTC) as well as a Masters in Business Administration with a Finance Concentration from the same institution. While attending UTC, Shane was on a varsity basketball scholarship.
He uses his volunteer time to give back to his alma mater where he is a UTC Alumni Board Past President. He also serves on the UTC College of Business Finance Advisory Board. Shane is married to Kylie and has five children, Mallory, Owen, Casey, Camryn & Zac.