Wealth Orchestrator
Shane Loar
MBA, CLTC®
Runs the plan day to day, with a Certified Long‑Term Care specialist's attention to the risk most retirement plans leave unsolved.
About Shane
Shane is a Wealth Orchestrator at Camas Advice: the single point of contact who coordinates a household's specialists and holds the relationship, so the plan designed by a Wealth Strategist is the plan that actually gets run.
He holds an MBA and the Certified in Long‑Term Care designation, the credential built around what an extended health care event does to a family's finances and how to plan for it before it arrives.
What Shane is most often brought in on
- Long‑term care and extended health care planning
- Coordinating an established professional team
- Nationwide
Licensing and registrations are listed in full in the firm disclosures.
A conversation with Shane, at no cost
A conversation to work out whether coordinated planning would change anything for you, in both directions.