Shane Harvey, CRPC®



Ph: 248.785.3593

Link to Coaching Card

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.

We understand that each practice is unique. Advisors have different preferences and personalities - some advisors need an accountability partner, while others need a systems expert. Some advisors just want someone who they can bounce ideas off of, while other advisors want someone to come in and completely manage their day-to-day operation. That is why we have coaches from all different backgrounds representing a broad array of coaching styles and of expertise including: personnel management, business strategy, financial plan operations, technology, acquisitions and mergers, and more.

At the Core of Each Service is a Relationship Built On Trust

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