Tom Shanley

COLOSTATE-thshan
Instructor, Finance and Real Estate Department
Main
Rockwell Hall, Rm. 318
(970) 491-1021
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ABOUT

Mr. Shanley has been advising wealthy individuals and business owners on all matters related to Estate Planning, Estate Administration, Business Planning and Wealth Management since 1996. He received his J.D. from the University Of Denver College Of Law, is a current member of the Colorado Bar Association and has written, been published and presented on a variety of Estate and Business Planning topics. Tom earned his B.S. in Business Administration, with an emphasis in Finance, from the University of Colorado, Boulder. Mr. Shanley currently operates a dual practice: He is the owner of Shanley Wealth Management, LLC - a comprehensive, multi-disciplinary, fee-based Wealth Management practice emphasizing investment management and life insurance for high net worth individuals and business owners; and of T. Haneman Shanley, LLC – a comprehensive Estate and Business Planning law practice focusing on complex estates using closely-held family entities and various related strategies to reduce and transfer taxable estates with the least federal estate tax consequences. His law practice also focuses on all aspects of the business planning life-cycle for successful entrepreneurs: from choice of entity through formation, operation and through various exit-planning strategies. Mr. Shanley currently holds his NASD Series 7 and Series 66 Registered Representative licenses and his insurance license; and offers all securities through LPL Financial (Member FINRA/SIPC). Tom also maintains an active Colorado License to Practice Law.