Who We Are

Shawn M. Scott, ChFC, CPC

Wealth Management Advisor

Shawn is a Magna Cum Laude graduate of Thomas More College with a degree in Finance. He began his career managing qualified retirement plans in 1998 with a Cincinnati based administration firm. After 7 years in management and administration, Shawn moved into retirement plan sales and consulting.

Shawn earned the right to use the Certified Pension Consultant (CPC) designation in 2005. He also studied financial planning at the American College and earned the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations in 2007.

Shawn has three children and lives in Lebanon. He is an audiophile and avid bowler. Shawn also enjoys traveling, exercising and outdoor activities.

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Tel: 513.530.9700
Fax: 513.530.9776


T: 630.581.3580
F: 513.530.9776