Shane is an experienced investment professional who is passionate about personal finance. Before starting Synchronous Wealth Advisors, he spent almost a decade at BlackRock which gave him an opportunity to work with some of the largest institutional investors. While at BlackRock he lived in Boston, San Francisco and Chicago.
Shane was raised in Southern California and currently lives in Santa Barbara, CA. He graduated from UCLA with a degree in Economics.
When not helping clients with personal finance, Shane can be found playing golf or spending time with his wife and energetic German Shepherd mix named Pango.
Michael has over a decade of experience working on complex tax situations on behalf of clients. As both a Certified Public Accountant and Certified Tax Coach, he is highly skilled in tax planning and creating sophisticated strategies to minimize taxes for businesses and individuals.
Michael graduated Summa Cum Laude from UCLA with a Bachelor of Arts in Business Economics and a Minor in Accounting. Michael previously worked with Fortune 500 and other publicly traded companies on domestic and multinational transactions at PricewaterhouseCoopers.