Shane Cavanaugh, CRPC®

Wealth Advisor

Shane Cavanaugh is an experienced Wealth Advisor on the SC&H Wealth team. He works with his clients to provide comprehensive financial advice and guidance through understanding their goals and what is most important in their lives.

Shane spends much of his time helping his clients save and plan for retirement, as well as advising on stock option awards and vesting schedules. Passionate about making a positive impact on his colleagues and his clients, Shane strives to be a trusted resource and lend a helping hand wherever he can.

A West Virgnia graduate, Shane earned a bachelor’s degree in Finance. He is a registered Investment Advisor Representative and is also a Chartered Retirement Planning Counselor SM (CRPC) professional.

Shane has spent a lot of time volunteering in Baltimore City. As a city resident, it’s important to him to give back to neighborhoods and areas that can benefit from additional support and resources.

Outside of work, Shane enjoys spending his weekends boating, fishing, snowboarding, and traveling with his chocolate lab, Ripken, always by his side.

Areas of Expertise

Wealth

"Individual commitment to a group effort—that is what makes a team work."

Pritpal Kalsi

CEO

“Opportunities don't happen, you create them.” – Chris Grosser

Shane Cavanaugh, CRPC®

Wealth Advisor

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