Role
Shawn handles all aspects of the backstage process, from implementing strategies, maintaining the advisor-client relationship, to providing value to each and every client by following through to completion.

Unique Ability
Shawn is terrific at juggling rapidly changing priorities, which makes him flexible with a practical bent.  He is relied upon to research and have an input into details of planning for clients.

Background/Experience
Entered the financial services industry in 2009.

Licensing
Insurance licensed in New Jersey, New York, Connecticut, West Virginia, Rhode Island and Illinois.

Education
Undergraduate Degree - John F. Welch College of Business
Finance Major Economics Minor - Sacred Heart University (CT)

Kolbe Index
6 3 8 3 Enterpriser - Shawn is elemental in synthesizing clients' long-term goals with their current financial picture.