1826 N. Loop 1604 W., Ste. 260
San Antonio, TX. 78248
Shane is a Principal at Southern Wealth Management LLP (“SWM”). He has been with the firm since its inception in 2005. Shane focuses on providing comprehensive investment advice and strategies to individuals, entities, and family groups throughout the United States. Prior to joining SWM, Shane was with Ernst & Young's Dallas office where he spent four years in the Investment Advisory Services group while also working with their national tax group. Shane holds a Bachelor’s of Business Administration degree in Finance and Master’s of Business Administration degree from Abilene Christian University. He is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association®.