Advice Built on experience

Shawn works with business owners, attorneys and other high net worth investors to deliver best-in-class financial planning and advice.  As a Financial Advisor, Shawn has earned the coveted designations of Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®).  Prior to joining UBS Financial Services Inc., he was a partner at a prominent Chicago law firm specializing in securities law.

A graduate of Northwestern University with a B.A. in political science, Shawn then went on to earn a J.D. with honors from Chicago-Kent College of Law. He subsequently obtained his Series 7, 31 and 66 securities licenses, as well as life, health and annuity insurance licenses.

Registered States:

AZ, CA, CO, CT, FL, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA, WI