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ALERT

Washington Trust Bank is now accepting applications for the new PPP. Learn more at watrust.com/ReliefBill.

We have re-opened our PPP loan forgiveness portal and are accepting applications.

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Shane Boehm

Shane Boehm
Shane Boehm
Investment Representative
  1. 509.353.4203
  2. 717 W. Sprague Ave
    Spokane, WA 99201

Shane is a Vice President and Investment Representative for WTB Investment Services, serving clients in Eastern Washington. With a commitment to understanding the latest investment solutions and a passion for helping his clients succeed, Shane has a proven record of providing …

About Shane

Shane is a Vice President and Investment Representative for WTB Investment Services, serving clients in Eastern Washington. With a commitment to understanding the latest investment solutions and a passion for helping his clients succeed, Shane has a proven record of providing clients with personalized plans that help them reach their financial goals. He focuses on easy-to-comprehend advice, believing that financial planning is a team effort and all parties should be informed and understand their options.

In 2018, Shane was named in the top 25 managers of investment services programs at banks and credit unions by Bank Investment Consultant Magazine. His extensive investment knowledge and passion for serving people distinguishes the relationships he builds with clients.

Credentials

  • FINRA series 7
  • FINRA series 63
  • FINRA series 66
  • AIF®
  • CWS®
  • Life insurance license
  • Health insurance license

Education

  • Bachelor of Arts, University of Southern California