Shane Landis earns Accredited Wealth Management Advisor Designation

Designation encompasses wealth strategies, equity-based compensation plans, tax reduction alternatives and asset protection alternatives

LANCASTER, Pennsylvania – Shane Landis, Financial Advisor at Everence® Financial, has earned the Accredited Wealth Management AdvisorSM designation from the College for Financial Planning.

Candidates for the AWMA® designation must complete extensive study and pass a final exam focused on wealth strategies, equity-based compensation plans, tax reduction alternatives and asset protection alternatives. They must also maintain rigorous experience and specific standards of professional conduct.

Shane Landis serves clients from the Everence office at 1020 Sharp Ave. in Ephrata, Pennsylvania, and is especially committed to educating clients about their finances so that they can make decisions that match their values.

“A relationship built on trust is essential to the financial decision-making process,” Landis said. “I strive to be open and honest with clients in order to foster that trust. When I make recommendations, I want our members to know that I have their best interests at heart.”

A graduate of Grove City (Pennsylvania) College, Landis is a native of Lititz, where he continues to live with his wife and son.

About Everence

Everence helps individuals, organizations and congregations integrate finances with faith through a national team of advisors and representatives. Everence offers banking, insurance and financial services with community benefits and stewardship education. To learn more, visit everence.com or call (800) 348-7468.

About the College for Financial Planning

The College for Financial Planning has been the premier provider of financial services education since 1972. The College for Financial Planning is accredited by the Higher Learning Commission and is a member of the North Central Association. Its distance learning courses for adults are provided in self-study and instructor-led formats.

Advisory services offered through Everence Trust Company and Investment Advisors, a division of ProEquities Inc., Registered Investment Advisors. Securities offered through ProEquities Inc., a registered broker-dealer, member FINRA and SIPC. Investments are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee. Everence entities are independent from ProEquities Inc.

Everence offers banking products that are federally insured. We also offer securities and other products that are not federally insured and are subject to the loss of principal. All products not available in all states.

ACCREDITED WEALTH MANAGEMENT ADVISORSM and AWMA® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

Everence brand mark

Author

Everence staff