Shane is an experienced wealth advisor, guiding clients in their financial journey. He provides personalized financial advice to clients on retirement, estate, gifting, and tax planning. He believes a great financial plan provides clients with peace of mind and allows them to focus on what is most important to them.
Shane comes to Main Street Research with over 12 years of experience in wealth management. He graduated from Washington State University with a B.S. in Business Administration. Recently, Shane was a Senior Financial Planner at a Raymond James firm and earned his CERTIFIED FINANCIAL PLANNER™ certificate at the University of California, Los Angeles.
Originally from Seattle, WA, Shane moved to the Bay Area to join the Main Street Research team. Outside work, he enjoys spending time with his family, traveling, reading, writing, and watching baseball as much as possible. Shane is based out of our headquarters in Sausalito, CA.