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2627 Chestnut Ridge Drive Suite 260 Kingwood, TX 77339

(281) 359-3133
info@shankwm.com
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Helping You Obtain Your Financial Objectives

As your Financial Advisor, we take the time to listen and understand what you want out of life and how you feel about your wealth. We will then help guide you along your financial journey. Our team has more than 85 years of combined experience helping clients pursue objectives beyond their investment goals.

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Getting Started

Getting Started

We create strategies that are tailored to your needs and goals.

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Our Services

Our Services

Years of experience have prepared us to guide you through your life transitions.

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Who We Are

Who We Are

We care about our clients.  We believe values matter, and we live by ours every day.

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Current Announcements

Current Announcements

What's happening at ShankWM.  And, useful client tools.

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RE: Retirement

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Meet Our Team

Bill Shank

Bill Shank

CEO and Founder

(281) 359-3133

Brenda Jackson

Brenda Jackson

Partner and Vice-President

(281) 359-3133

David Moeller

David Moeller, CIMA

Director of Investment Planning

(281) 359-3133

Megan Gaskamp

Megan Gaskamp

Director of Operations & President

(281) 359-3133

Tracy Mahan Bollom

Tracy Mahan Bollom

Office Manager

(281) 359-3133

RJ Carlson

RJ Carlson

Vice President

281.359.3133

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