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Dedicated partner in achieving your financial dreams.

As a Wealth Paraplanner, Shane partners with an experienced team of advisors to support clients on their financial journeys. Whether it’s building, maintaining or presenting a comprehensive financial plan, he is committed to doing what’s right for each client and their individual situation. Growing up with an entrepreneurial mindset, Shane understands the effort required to build something meaningful. He brings this passion to his role, helping individuals and families navigate the complexities of wealth management to secure their financial future and realize their dreams.

Experience

  • Started working in the financial services industry in 2024
  • Joined Johnson Financial Group in 2025
  • Graduated with a bachelor’s degree in business administration and finance, with an emphasis in financial planning, from University of Wisconsin – Whitewater

Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.

Ask Me About

  • Financial Planning

Community Involvement

  • As a proud lifelong resident of Mukwonago, Shane feels a deep connection to his community and helping others succeed
  • Coached Mukwonago youth lacrosse for 3 years as a volunteer

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