Shane Perry received his Bachelor of Science in Financial Planning and Advising from Purdue University. In addition, he studied Economics with emphasis on investment mathematics, accounting, estate planning, statistics, and tax law.
At the beginning of 2014, Shane joined The Retirement Solution with the motivation to represent a client’s needs above all else. Building relationships and putting a client’s needs first is what Shane appreciates most about working at TRS.
Shane has been an active Rotarian of Rotary International since 2009. From 2009 until 2014, Shane was Treasurer and held a board position on his Rotary Club in Arizona. Shane also maintains an active board position for the Rotary Foundation for the State of Arizona, and is the Chair for the Finance Advisory Committee for eClub One.
Shane and his wife, Dr. Hillary Perry, live in Redmond, Washington. They maintain active roles in their church, Saint Jude’s Roman Catholic Church, where they both spearhead various out-reach programs for the homeless.