Shae has always harbored a passion for finances and life-long service. After serving a two-year mission in Guatemala, earning a degree in Financial Economics, working for Fidelity Investments, and finally joining the Lakeridge team, his two passions were solidified into one clear career path: financial advising. 

Shae takes a human and holistic approach to advising. He considers each client’s unique and interconnected financial issues and goals, from business ownership to personal retirement. For every client, Shae seeks to take the guesswork out of finances by developing clear, actionable plans.

In his free time, Shae enjoys spending quality time with his wife, Marion – a high school English teacher. They both share a love of golf and reading: Shae will take to the greens while Marion immerses herself in a good book.