Shawn is a founding partner and a Senior Portfolio Manager with the Sound Wealth Management Group at UBS, a team dedicated to serving the complex financial needs of successful business owners, professionals, and technology executives.   Shawn has also served in various branch manager roles for UBS over the last 15 years in both the San Francisco Bay Area and the Pacific Northwest. This experience as a Senior Manager has enabled Shawn to bring a unique and truly global perspective to his clients.   

Shawn lives in Bellevue with his wife Kate, and his 3 daughters, twins Natalie and Bryn, and Haven.  Shawn and Kate participate in various philanthropic causes, and are members of the Innovators Network for Fred Hutch. Shawn is a Select soccer coach with Issaquah FC and an obstacle course race enthusiast in his spare time. 

• Certified Investment Management Analyst (CIMA®)
• CERTIFIED FINANCIAL PLANNER™ (CFP®)

• Graduated Top in his class, and served as Student Marshall in the College of Liberal Arts
• BA in Economics and History at Penn State University, Schreyer's Honors College.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY