Get to know Shane Stevenson


Shane Stevenson

Investment Advisor Representative

Shane Stevenson entered the financial services industry to help others feel secure in retirement. He enjoys seeing clients’ satisfaction as they uncover a sense of direction, which pushes him to help even more clients achieve their dreams.

Although officially joining the family firm in 2019, Shane has been helping his father, Winston Stevenson, behind the scenes for years with marketing and other operational tasks. Shane graduated from the Eller College of Management at the University of Arizona, earning a degree in business administration and marketing.

As a licensed advisor Shane holds Life and Accident and Health or Sickness Insurance Licenses in the state of Arizona. He has also passed the FINRA Series 65  Uniform Investment Adviser Law Examination.

Shane and his wife Kelly were married in November of 2022 at the Boyce Thompson Arboretum in Superior, AZ.

He is proud to be part of his family business, and he loves building relationships with clients. Away from the office, Shane and Kelly like to travel and go sailing.