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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Shane Smith, CFA® CFP®

Shane Smith, CFA® CFP®


Office: 865-984-3550, Dallas: 972 / 788-1143
Fax: 865-984-6161

Shane recently earned the coveted Chartered Financial Analyst designation, having earned his Certified Financial Planner license in 2014.  He has completed his Series 7 and 66 federal security licenses, as well as his Series 24 license – a supervisory license for brokers trading in stocks, options and general securities.

In addition to building his own base of clients, Shane provides assistance to Doug Horn in the management of millions of dollars in Quality Financial Concepts client investments, and he assists in offering investment advice and guidance to members of the Appalachian Community Federal Credit Union as well as East Tennessee Military Association Federal Credit Union.

Prior to joining QFC in 2011, Shane graduated from the University of Tennessee at Chattanooga with a degree in accounting.  In 2013, he married his college sweetheart, Sarah, who is an attorney at a local law firm.  They reside in Maryville with their two boys Luke and James.