Born and raised in New Jersey, Shane’s father was originally from the Boston area so he spent much of his childhood in the area visiting family. While finding his passion for finance at school, pursuing a career in the greater Boston area became a very easy decision.
Shane attended the University of Delaware where he earned a B.S. in Finance and a minored in Computer Science. Beyond his studies, he enjoyed playing and coaching ice hockey-passions he continues to enjoy today.
After graduation, Shane moved to Boston and began his career in finance. He joined Heritage in 2025 as a Paraplanner, where he works closely with the firm’s wealth management teams to create financial plans for clients.
Outside the office, Shane enjoys golfing and cheering on all Boston sports.