Shawn has been helping individuals, families and business owners with their investment and financial planning needs since 1996. He joined Raymond James with fifteen years of expertise as a financial advisor, retirement planning consultant and portfolio manager. Shawn often speaks on 401(k) plan participant and plan administrator fiduciary responsibility, lump-sum distributions and retirement and investing strategies to companies and organizations throughout the Inland Empire. Shawn holds a B.S. in Business Administration with a focus in Information Management Systems. He has a Series 7, General Securities Representative; Series 63, Uniform Securities Agent and Series 65, Uniform Investment Adviser licenses as well as a California State Life Insurance License (OB75957). “In order to do what’s right for a client, you have to let go of personal biases,” says Shawn. “You never want to promise more than you can deliver.” Married over 20 years, with three daughters, Shawn is active in his church. He enjoys playing tennis and golf and has a talent southern BBQ.