Shane Boehm

Shane Boehm
Shane Boehm
Sr. Financial Advisor
  1. 509.353.4203
  2. 717 W. Sprague Ave
    Spokane, WA 99201

Shane is a Vice President and Senior Financial Advisor 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 Senior Financial Advisor 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.

Credentials

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

Education

  • BA, University of Southern California