Sean is a wealth consultant with knowledge in investments, wealth management and comprehensive insurance solutions (including life, long-term care and disability coverage). He excels in understanding his clients' life goals, analyzing their financial situations and crafting tailored strategies to help achieve those objectives.
With a career in the financial industry since 2006, Sean graduated from Southeast Technical Institute with a degree in financial services. He holds Series 7, 63 and 66 securities registrations through Raymond James Financial.
Outside of his professional life, Sean enjoys quality time with his wife, son and daughter. He also relishes golfing, socializing at the lake with friends and pursuing hobbies such as hunting, fishing and traveling.