Shawn began his wealth management career as a Wealth Planning Associate for UBS in Richmond, VA. During his time in this role, Shawn worked closely with other financial advisors and their clients to develop tailored financial plans designed to navigate a path towards achieving their financial goals and peace of mind.  In addition, Shawn earned his expertise through intense education by becoming a Certified Financial Planner, and holds the Accredited Wealth Management Advisor designation.

Originally from Covington, VA, Shawn graduated from Roanoke College in 2015 earning his Bachelor's in Business Administration concentrating in Finance and Information Systems. After joining UBS in 2016, he now resides in the Forest Hill area of Richmond.  He is an avid outdoorsman, loves to golf, and brew his own craft beer.

• Certified Financial Planner
• Accredited Wealth Management Advisor
• Bachelor of Business Administration

• Series 7
• Series 66
• Life, Health, and Annuities

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