Shane joined Northwestern Mutual in 1993 as an Intern while earning his finance degree from the University of Arkansas in Fayetteville. Together with his family, he moved to The Woodlands, Texas in 1996 from his home state of Louisiana. After building a practice with professionals in the Houston area, Shane began informally mentoring new Financial Advisors before transitioning to a leadership role with the firm. This was a natural progression for him as he continued to develop and serve as a “go-to-person”.
Throughout the years, Shane has served as the Disability Insurance Specialist for South Texas. His focus on Disability planning began when his father, also a Northwestern Mutual Advisor, became disabled. Shane saw first-hand, the benefits of planning for a disability and made it a focus in his practice
Shane’s commitment to serving and leading clients, together with coaching new Financial Advisors led to his appointment as Managing Director of Northwestern Mutual - The Woodlands in 2011. As Managing Director, Shane oversees recruitment, development, and business operations. He continues to work with new and existing clients to help them reach their financial objectives and to create financial security for their families.
Shane is married to Celeste, and their two children grew up in The Woodlands. They are active in their children’s schools and the Parrish of St Anthony Catholic Church.
Jennifer began her career as a Financial Advisor in 2009. She is committed to providing service and expertise in planning for your financial future. Jennifer has earned the industry’s top certifications and awards, including the designation of Certified Financial Planner™ (CFP®), which serves as formal recognition of expertise in the areas of comprehensive financial planning and elevates her to the highest level of fiduciary standards.
In addition to the CFP®, Jennifer has earned the certifications of Retirement Income Certified Professional (RICP®), Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®), which further distinguishes her as a professional truly dedicated to her craft in an effort to provide specialized expertise to every client. She is also a member of the National Association of Insurance and Financial Advisors (NAIFA), the largest financial services membership association in the United States.
Jennifer is a native Houstonian who attended Texas A&M University. She and her husband, Keith, reside with their son, Knox, and boxer, Stella, in The Woodlands. Together they enjoy sharing their combined passion for new opportunities and cultures through travel and outings with friends and family. In addition to traveling, Jennifer practices yoga regularly and considers herself a novice foodie.
Working in the financial industry since 2003, Jerry joined the Volante Team in February of 2020. He serves as the Director of Operations and Client Service and oversees all investment operations.
Jerry is married to his high school sweetheart Nicole and together they have three boys, Landon (10), Levi (9) and Lexington (6). They keep busy year-round with the kids doing things like tournament baseball and football, a yearly Disney World trip, attending the Woodlands Church and hunting and fishing.
While attending Texas A&M University, Emma joined Northwestern Mutual as an Intern from March of 2019 through May of 2020. Upon graduation with her bachelor’s degree in Agricultural Economics, she joined the Volante Team.
Outside of the office, she enjoys being creative in many ways such as creating new recipes in the kitchen, painting or drawing and reading. Emma and her husband Beau love to play board games, cards and dominos like 42. They also volunteer with U.M. A.R.M.Y., a group that builds wheelchair ramps and does home repairs for low income, elderly and disabled homeowners who are physically or financially unable to make needed repairs themselves. Emma and Beau are expecting their first baby in April 2022.
Dustin joined the Volante team at Northwestern Mutual in June 2021 and serves as a planning assistant. He assists Jennifer and Shane with several aspects of client onboarding, planning, implementation, and service process. Throughout the phases of life, work, and retirement there exist many areas of financial complexity. Dustin’s desire is to enthusiastically contribute to a team that aims towards improving people’s financial wellness.
Dustin attended college in Houston and has a BBA in Accounting with a specific focus on tax accounting. Outside of work, he enjoys cooking, gardening, and working on cars. He is newly married to Casey as of June 2021. Dustin and Casey do not yet have children, but they do have a soft spot for pets. The newest addition to the household is a female Dwarf Rabbit named Buttons. Together they enjoy volunteering their time at the Friends for Life animal shelter.
Cathy joined the team at Northwestern Mutual in 2011 at the opening of The Woodlands office. Prior to joining Northwestern, she worked for over 20 years as a claims adjuster and an insurance office manager. Cathy graduated with a BBA from Southwest State University and holds her Group 1 Life and Health Insurance license.
Cathy is a mom to two grown children, 25 and 23 and one dog, Sadie. She likes to eat out and shop, work on puzzles and watch home renovation and true crime shows.