Shane helped my wife and I through one of the most difficult times in our lives, our fight with my wife's cancer. He reviewed our entire estate plan, connected us with a legal team, CPA, and numerous other professionals to get our lives in order. He was able to help us feel secure, and confident, putting us in a position to not worry about finances anymore. We were able to set up charitable gifts that helped us reduce tax liablities while helping out our church. If you are looking for a qualified financial planner in Waxhaw or South Charlotte you should give him a call.