Client Strategies Team
The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.
Wealth Planning Consultant
Shawn helps financial advisors and their clients identify strategies to accumulate wealth and convert that wealth to income, based on client objectives. As part of his responsibilities, Shawn helps financial advisors address the investment and retirement planning needs of high-net-worth individuals. Shawn provides expertise to financial advisors who work with endowments, nonprofits and foundations. He also assists financial advisors in using internal and external wealth management tools, including sophisticated software programs to help provide appropriate solutions for clients’ needs.
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