Shaun has been a financial advisor for the past 5 years. He graduated from Indiana University in 2014 with a Bachelors of Science in Finance & Economics. Shortly after graduating from Indiana University, he continued his financial education by earning his Certified Financial Planner™ designation from Northwestern University. Shaun also maintains a FINRA Series 7 and 66 securities license, as well as, an Illinois insurance license.
Shaun is experienced in providing comprehensive wealth management to high-net-worth individuals, family offices, and foundations. After completing his internship at First Colonial Group in New York, he began his financial career with Charles Schwab in Denver, CO. Most recently, he was a Financial Consultant Partner in their flagship Washington, DC office. Joining Wealth Planning Network as a Private Wealth Advisor in 2018, Shaun will work closely with Michael to create and implement tailored financial, estate, insurance, and investment plans to the clients of Wealth Planning Network.
Shaun enjoys the outdoors, traveling, socializing with friends, & playing new golf courses.