M. Shane Kays

Registered Representative
Investment Adviser Representative

Mission Statement:

My professional goal is to help every client prepare for the challenges of meeting their financial needs in retirement.

Personal & Professional Qualifications:

Studied Economics at the University of Kentucky

Company History:

Has been an Investment Adviser Representative and a Registered Representative since 2009.

Company Specialty:

Retirement Planning; 403(b) and Insurance 

Specialty Services:

  • Estate planning
  • Retirement planning
  • Long term care
  • Life insurance
  • Wealth management
Phone 740-707-3905
Fax 216-503-9221