Professional Background
Shane’s specialty is working with retirees and those about to retire. Retirees who have a goal to preserve their assets and help to provide them confidence when entering retirement or in retirement. His mission is to operate with transparency, integrity, and accountability. Shane’s planning philosophy is simple: “I am committed to helping you develop retirement plans and investment strategies that line up with your needs, goals, and risk tolerance. Such planning is not a single event; it is a process. As your life circumstances change, so must the strategies we use to help you stay on course toward meeting your objectives.” His goal is to help empower clients by delivering personalized wealth management strategies to help ensure financial freedom.
With over 27 years of extensive industry experience, Shane Gentry brings deep insight and trusted counsel to his clients. He is energetic yet grounded, both thoughtful and attentive. Shane values strong relationships built upon clearly understood goals and frequent communication. His clients appreciate his commitment to fully understanding their needs and aligning their goals with proper strategies.
Experience
Through his years of experience, Shane has witnessed the industry from various angles. His career began with a high-producing team in Houston, Texas, at UBS PaineWebber. In 2001, he transitioned to working with Salomon Smith Barney in Beverly Hills, California. He later worked with a national asset management platform serving both advisors and clients with investment management solutions. During that time, his primary emphasis was on high-net-worth clients with more complex needs.
Personal Interests
Shane resides in The Woodlands and spends most of his free time with his four children. He enjoys staying active and leading a healthy lifestyle. Whether it’s meal prepping, weight training, running, walking trails, scuba diving, Brazilian Jiu-Jitsu or just playing sports.