The Team

Shane, Johnson and Associates
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and strategies like tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Joel Shane

Joel Shane

Private Wealth Advisor

More about me...

Contact

joel.h.shane@ampf.com

727.216.0170

Designations

JD, CPA, PFS

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies

Education

J.D., College of William and Mary, Williamsburg, VA, B.S. (accounting), American University, Washington, DC

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Ashley Johnson

Ashley Johnson

Private Wealth Advisor

More about me...

Contact

Ashley.E.Johnson@ampf.com

727.216.0170

Designations

CFP®, BFA, CRPC®, APMA®

Top Areas of Focus

  • Tax Planning Strategies
  • Small Business
  • Women's Financial Strategies

Education

B.S. Finance from the University of South Florida, 2007
CA Insurance #0G99597

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Our Staff

Trish Boggia-Phillips

Trish Boggia-Phillips

Financial Planning Assistant