Shane brings 20 years of experience strategizing with clients to help find custom solutions for estate planning, portfolio management and other investment questions. He entered the financial services industry when he followed his father, Larry Flock, into investment management as a financial adviser. Shane is respected for his security analysis, portfolio construction and attention to the details that matter. He is among the select group of RBC Wealth Management financial advisors qualified to serve as a discretionary portfolio manager through the Portfolio Focus program, and enjoys discussing portfolio management strategy and security selection with clients. Clients have also come to rely on his strong sense of the right way to do the business. Shane’s background in engineering helps guide the team’s analytical approach.
Outside the office, Shane can be found changing his golf swing weekly, welding, riding horses and pursuing a variety of interests (like maintaining his Class A Commercial Driver’s License). Shane holds a Bachelor of Science degree in computer engineering from the University of Washington in Seattle.