Portfolio Manager

Shane started in the financial services industry in 2017. After working with both clients and advisors, he realized the importance of knowledge and advice so clients can have a strong financial and investment plan based on their specific needs and circumstances. Knowledge comes first and foremost to make sure clients are informed about where they stand, both about their financial situation and the details of their investments. In addition, Shane understands the advice of trustworthy advisors is key in helping clients work toward their goals and build a strong financial future. With both of these areas covered, clients can focus their attention on the things they love.

His role is to evaluate clients’ risk, goals, and existing investments and recommend an appropriate allocation and investment strategy for a more comfortable financial future.

Shane has years of industry experience working with both financial advisors and their clients. He began trading with Charles Schwab in 2017, where he learned a deep understanding of clients’ needs when it came to investment management. In 2019, Shane began working with Capital Group, helping advisors develop consistent, long-term investment strategies to better serve their clients. While at Capital Group, Shane earned his CIMA® designation to further grow his understanding of portfolio construction and investment analysis. He started with Worley-Erhart Graves Financial Advisors in February 2024.

In his free time Shane enjoys spending time with his fiancée Savannah and caring for their two dogs. He also enjoys golfing in the summers, traveling to the mountains to snowboard in the winter, and visiting his family in Tampa, FL.