Janney Montgomery Scott, LLC. – Harbor Wealth Planning

Clients enjoy Shane’s ability to manage any situation. His calm and easy-going personality helps instill confidence in all market conditions, and he can leverage a network of professionals to manage many situations. Most of all, Shane is easy to like. He strives to make the unknown definable, understandable and actionable. Having earned a B.S. in business management and administration from Mount St. Mary’s College, Shane has spent over 20 years serving the needs of his clients. In 2015, Shane partnered with June Strunk to form The Mystic Harbor Group, a team with more than 50 years of experience helping clients develop retirement, trust and estate planning strategies, as well as solutions for wealth transfer, philanthropic giving, business sale and succession planning and corporate stock plans. One of his passions is impact investing, aligning personal values and investments for sustainable results.

Shane and his wife Julie, of 20 plus years, and their three teenage children enjoy a variety of activities, including skiing, golfing, boating, fishing and team sports. As a family they are committed to helping improve the lives of others through volunteering, coordinating annual fund-raisers and traveling to give hands-on support. They are involved with the Lyme Youth Service Bureau, an organization dedicated to providing critical social services for children and families, 100 Club of Connecticut helping the family of fallen police officers, High Hopes, a therapeutic riding organization, and the Crosby Foundation, a group dedicated to helping people of all ages lift themselves out of poverty through education in Haiti.