Shane O'Brien

Shane's passion for financial planning began in college after his father's passing, driving him to help others secure their futures. 

Originally from Arizona, he now resides in Dallas with his wife, Elizabeth, a music teacher, and their teenage son, Truett, an avid athlete. A deacon at Believers Chapel, 

Shane is deeply involved in his community and enjoys cheering on his son at games. With 25+ years of experience, including leadership at a global financial firm, he specializes in retirement, business sales, and legacy planning. As a Financial Advisor at PEAK American, he blends expertise with a personal mission to guide clients toward financial confidence.