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    • Home
    • Who We Help
    • Services
      • Financial Planning
      • Investment Management
      • Review Services
      • Business Owner Planning
      • Retirement Planning
      • Equity Compensation
      • Tax-Aware Investing
    • Our Process
    • About
    • Insights
      • Tax-Aware Investing
      • Planning for Businesses
      • Retirement Strategies
      • Investment Options
      • Portfolio Second Opinion
      • Roth Conversions
  • Home
  • Who We Help
  • Services
    • Financial Planning
    • Investment Management
    • Review Services
    • Business Owner Planning
    • Retirement Planning
    • Equity Compensation
    • Tax-Aware Investing
  • Our Process
  • About
  • Insights
    • Tax-Aware Investing
    • Planning for Businesses
    • Retirement Strategies
    • Investment Options
    • Portfolio Second Opinion
    • Roth Conversions

About

Investment and Financial Planning Informed by Tax Experience

Foothills Investments was founded by Shane Smith, CPA, CFA, to provide financial planning and investment management that considers how taxes, investments, retirement, business ownership, and long-term financial goals interact. 

Our Team

Shane Smith, CPA, CFA

Shane Smith is the founder, principal owner, and Chief Compliance Officer of Foothills Investments, L.L.C.


Shane holds a Master of Accountancy in Taxation and a Bachelor of Business Administration in Accountancy from Gonzaga University. He is both a Certified Public Accountant and a CFA charterholder.


Before founding Foothills Investments, Shane’s experience included:

  • Revenue Agent with the Internal Revenue Service 
  • Tax Manager with AMG National Trust Bank 
  • Officer, Fiduciary Tax with Busey Bank Wealth Management 
  • Tax and Accounting Manager with YG Financial Group 


Shane also founded Foothills Accountants, LLC, a separately organized CPA firm providing tax and accounting services.

Credentials

CPA

The CPA designation reflects education, examination, experience, continuing-education, licensing, and professional-conduct requirements established by state accountancy authorities. 

CFA Charterholder

The CFA charter reflects advanced study and examination in investment analysis, economics, financial reporting, equity, fixed income, derivatives, portfolio management, ethics, and related investment topics, together with qualifying professional experience. 

Separate CPA relationship

Foothills Investments and Foothills Accountants are separate legal entities under common ownership. Advisory fees do not automatically include tax-return preparation or accounting services.


Clients may use Foothills Accountants, continue using an existing CPA, or select another tax professional. The decision will not affect the investment-advisory relationship.

Let's build your financial future together.


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Copyright © 2026 Foothills Investments - All Rights Reserved.


 

Foothills Investments, L.L.C. is a Colorado-registered investment adviser. Registration does not imply a certain level of skill or training. Advisory services are offered only where Foothills Investments and its investment adviser representatives are appropriately registered or exempt from registration. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results.


Information on this website is provided for general informational and educational purposes and should not be considered individualized investment, tax, legal, accounting, or insurance advice.


Tax preparation and accounting services may be provided separately through Foothills Accountants, LLC, a commonly owned firm. Clients are not required to use Foothills Accountants and may select any tax or accounting professional. Separate services require separate written engagements and fees.

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