About Us

We care deeply about our clients. Our total focus is on helping you define and achieve your financial goals. Being a CERTIFIED FINANCIAL PLANNER practitioner distinguishes Shayne among his peers in the financial services industry. It shows that he has voluntarily met rigorous requirements of education, examination and experience. He abides by the CFP® Board's Standards of Professional Conduct which includes agreeing to a fiduciary standard of care that places our clients' interests before our own. We see our relationship with you as a partnership and our work toward your financial goals as collaborative. We strive to provide continuing support and advice, and to be available, attentive, reliable and proactive. We believe that financial planning is an ongoing process, and the initial financial plan is simply a starting point in a long-term relationship. Our top priority is building lasting relationships with our clients while helping them attain their financial goals. Whether your needs pertain to asset accumulation and management, lifetime retirement income, insurance or estate planning - we can help design a plan that will serve as a roadmap for your personal success.