Shae studied Financial Economics at Brigham Young University-Idaho and first joined our team as an intern, later working with Fidelity Investments in Salt Lake City. He rejoined our team in 2023 as a Financial Analyst, helping manage our 401k plans and working with business owners and employees. When it comes to advising clients, he believes a financial plan should be easy to understand, easy to follow, and easy to adapt.
Outside of work, you’ll find Shae spending time with his wife, Marion, a high school English teacher. One of their favorite activities is golfing. He gets to golf, and she gets to read.
Pertinent Professional Education and Licenses and Registrations
|General Securities Representative (Buy/Sell stocks, bonds, CDs, mutual funds)
|Combines the Series 63 and 65 into one exam: Uniform Securities Agent State Law Exam (Solicit buys/sells in US states) and the Investment Advisor Representative exam