As a Wealth Manager, Shane works directly with families to identify and achieve their financial goals. He firmly believes a personalized approach is key to financial and investment planning in this technology-driven world. Shane brings over 35 years of expertise in private client wealth management and 401K plans. In 2001, he relocated from Canada to Dallas, TX, where he played a pivotal role in the implementation of comprehensive investment advisory platforms for accounting firms nationwide.
Prior to joining Coldstream, Shane was CEO and a Founding Partner of Seidman Capital Group, overseeing the development and execution of strategies customized specifically for high net worth individuals, families, and 401K plans.
Shane attended the University of Western Ontario in Canada. He holds his FINRA Series 7, 63, 65, and Life, Health and Disability licenses in Washington.
ONE PIECE OF ADVICE
Growth is a lifelong process and every bit of knowledge and expertise gained along the way enables you to provide the best innovative and effective solutions for your clients.
In my free time, I’m out golfing, cycling, and spending time with his family and two dogs.