Shane Harvey, CRPC®

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Ph: 248.785.3593

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Shane’s knowledge of the financial planning process is a key asset to each advisor and their team. In addition to managing the Financial Planning department, Shane is directly involved in creating and delivering financial plans and other client documents. With a strength in technology and workflow, he collaborates with advisors to systemize and streamline internal practice procedure. Shane had acquired his series 7, 66, and Life and Health insurance licenses. He is also a Certified Retirement Planning Counsellor. He holds a Bachelor's Degree in Criminal Justice from Wayne State University.