Grounded in a belief that investing has the power to transform lives, whether it’s the people he has lead or the families that trust him to manage their wealth, Shawn is driven to serve others and have a meaningful impact on their lives.
Shawn joined Executive Wealth Management in 2019 after almost two decades with a major wire house. He has helped affluent clients 1 on 1 and led teams through a variety of market conditions in Michigan, Colorado, the Great Plains, the Pacific Northwest and the San Francisco Bay Area.
Through experience Shawn has found that working to achieve your career goals or financial security requires discipline, trust, transparency and partnership as you navigate transitions in life.
Shawn earned his BS from Central Michigan University and his Accredited Asset Management Specialist certification® from the College for Financial Planning.
When Shawn is not a work, he is a volunteer youth sports coach year around, active with his three children and developing The Cardboard Sign Project, a non-profit for the homeless he co-founded.