For years Shane has taken pride in his career, with that came the easy decision to build his own portfolio model so that he can take the top rated companies and form an ideal portfolio for each client. It is important to us that each client starts a financial plan. Once a plan is written down and in place, we as humans tend to commit to this plan and are almost always more successful in the future. First National Wealth Management takes relationships with each individual client very serious and values each one. Between our first initial meeting to years down the road we continually build a relationship with our client in hopes that they know and feel that they are being well cared for.
Assistant Sales Associate