Shawn’s mission is to help provide every client with targeted, comprehensive financial advice and portfolio management strategies that are delivered with the highest level of personal service and professional integrity.
Shawn’s planning philosophy is simple: “I am committed to helping you develop retirement plans and investment strategies that line up with your needs, goals and risk tolerance. Such planning is not a single event; it is a process. As your life circumstances change, so must the strategies we use to help you stay on course toward meeting your objectives.”
After receiving a bachelor’s degree from Oakland University, Shawn continued his education by earning a Master of Business Administration from Texas A&M University-Commerce. He earned a Chartered Retirement Planning Counselor SM - CRPC® designation from the College for Financial Planning and holds Series 7 and Series 66 security licenses as well as life, health and annuity insurance licenses.
Shawn spends his free time with his wife, Lauren and their young son and daughter. He enjoys staying active both mentally and physically, whether it’s running, golfing, or learning the disciplines of martial arts.