Shane Roberts

Team Lead, Client Services

Shane RobertsShane brings years of experience in the service industry and enjoys helping clients gain a financial peace of mind.

A native Texan, shortly after completing his Bachelors degree in Sociology, Shane packed up his jeep and headed to the beach in San Diego. There, he applied his passion for service to the hospitality industry, supervising front desk operations and working in sales for boutique hotels. After meeting and marrying the love of his life, they returned to Texas to be close to family to start their own family.

Back home, he went to work for TD Ameritrade and has spent the past decade there in various roles including service, learning and development, and sales. He is excited to join such a great group of people with a shared vision, and hopes to add to the industry knowledge he gained on the custodial side to help people gain financial peace of mind.

Shane loves music (most all varieties), sports, and spending time with his wife and 4 children.