Shane Carrier is a CERTIFIED FINANCIAL PLANNER® with a passion for helping clients achieve financial independence. Originally from Southern California, Shane brings a special perspective to his work, combining his expertise in finance with a background as a professional baseball player for the Minnesota Twins organization. Shane’s journey in the financial services industry began after graduating magna cum laude with a BBA degree from the Jones College of Business at Middle Tennessee State University. As a financial planner, Shane prioritizes building strong relationships with his clients, understanding their individual goals, and providing tailored financial solutions to meet their needs.With a focus on comprehensive financial planning, Shane guides his clients through the intricacies of investment strategies, retirement planning, estate planning, and risk management. His analytical skills and attention to detail ensure that every aspect of his clients’ financial well-being is carefully considered. Shane is deeply committed to his community, actively participating as a member of the Fort Myers Rotary Club, and serving as the Treasurer for Hope Clubhouse of Southwest Florida. Beyond his professional life, Shane finds joy in exploring the outdoors. Whether it’s relaxing at the beach, fishing in serene waters, or indulging in his culinary skills, he appreciates the balance that these activities bring to his life. Above all, spending quality time with his wife, Katie, is a cherished priority for Shane.
Listed skills include Insurance Planning, Microsoft Excel, Financial Services, Wealth Management, and 1 others.
