AVP, Fiduciary Officer
24 Hamlin, Bangor, ME
Shane brings over ten years of fiduciary service to Bangor Wealth Management. Specializing in tax with a focus on fiduciary and estate taxation, his expertise expands to include taxation of high-net-worth individuals, businesses, and non-profits.
Before joining Bangor Wealth Management in 2024, Shane served as a Certified Public Accountant (CPA) at a local accounting firm, providing tax and advisory services to a wide variety of clientele. While working as a public accountant, Shane developed a specialty in fiduciary and estate taxation and administration becoming an expert in his field and staying up to date on relevant tax changes and educating colleagues.
A graduate of the University of Maine, Shane holds a Masters in Business Administration and a Bachelors in Accounting. He is also a CPA certified in the State of Maine.
For clients seeking experienced and knowledgeable fiduciary services, Shane provides an in depth and detail-oriented approach to administration to suit any financial situation.
Before joining Bangor Wealth Management in 2024, Shane served as a Certified Public Accountant (CPA) at a local accounting firm, providing tax and advisory services to a wide variety of clientele. While working as a public accountant, Shane developed a specialty in fiduciary and estate taxation and administration becoming an expert in his field and staying up to date on relevant tax changes and educating colleagues.
A graduate of the University of Maine, Shane holds a Masters in Business Administration and a Bachelors in Accounting. He is also a CPA certified in the State of Maine.
For clients seeking experienced and knowledgeable fiduciary services, Shane provides an in depth and detail-oriented approach to administration to suit any financial situation.
Certifications/Accreditations
Certified Public Accountant (CPA)
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Wealth Management Products:
NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE
Bangor Wealth Management of New Hampshire LLC is a wholly-owned subsidiary of Bangor Savings Bank.