For over 30 years, integrity and hard work have been the centerpiece of Shawn’s career as an advisor. He works with a diverse client base comprised of high net worth families, business owners, and retirees. Shawn is a true financial mechanic. He rolls up his sleeves and examines every aspect of a client's financial life. This helps Shawn ensure all aspects of a client's finances are fine-tuned and working as efficiently as possible. Shawn works hard to remain at the forefront of the latest developments in wealth planning and investment strategy.
A graduate of Indiana University with a Bachelor of Science degree in finance, Shawn attained his CERTIFIED FINANCIAL PLANNER™ (CFP®), Advisory & Brokerage Services designation in 2000. He holds the Series 7, 24, 63 and 65 securities licenses as well as life, health and annuity insurance licenses. He was named by Forbes to their 2020 Best-In-State Wealth Advisors list.
Shawn’s spare time activities include carpentry, skiing, golf, and hiking with his dog Toby. He and his wife Kim have two daughters. While he currently supports several charities, he is most active with the Peppermint Pig Animal Rescue. He formerly served as President of his local school’s athletic booster board.
Registered States:
AK, AL, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KY, LA, MA, MD, ME, MI, MN, MT, NC, NH, NY, OH, OR, PA, SC, TN, TX, VA, WI, WY