As a CFP® Paraplanner, Shane works alongside our Advisors in managing client relationships and special financial planning needs, including retirement transition, education, and estate planning. He joined the Global View team upon graduating from the University of Georgia with a BS in Financial Planning in 2022 and passing the Series 65 Uniform Investment Adviser Law Exam. Prior to attending the University of Georgia, Shane spent five years in the United States Army as an Infantryman with two deployments to Afghanistan. He is currently pursuing his Certified Financial Planner designation.
While in college Shane was part of the Student Financial Planning Association and the UGA Chapter of the Student Veterans Association. During his time in the Student Veterans Association, he assisted other veterans who recently got out of service with accessing their benefits. His father spent 27 years in the Army, which was a large influence on him joining the Army after high school. Shane’s father also taught him the importance of good financial stewardship. This is what led him to pursue a career in Financial Planning.
