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 is married with two sons and a daughter. He spends his free time involved in youth sports, bowling, traveling and other family activities.