Shawn specializes in helping folks from all walks of life put together road maps designed to help them navigate the complex landscape of personal finance. Shawn devotes the time it takes to work closely with his clients and learn their wants, wishes and apprehensions, giving him the necessary insight to help guide them as they pursue their distinct financial goals. Shawn believes his diverse background as a mortgage broker, insurance agency owner, personal financial advisor and investment manager has endowed him with the holistic knowledge to help families build and preserve their wealth for years to come.
Like most Certified Financial Planner™ professionals, Shawn offers comprehensive financial planning and investment services. But unlike many others, Shawn received extensive training in financial therapy and behavioral finance, earning his Certificate in Financial Therapy from Kansas State University and working with the Financial Therapy Association to continue to build out this exciting and innovative field. Shawn also holds a master’s degree in personal financial planning from K-State and a bachelor’s degree in business administration from Lindenwood University.
With nearly 20 years of experience in the financial industry, Shawn applies his in-depth knowledge of financial therapy and behavioral finance to create truly customized plans for his clients and to help them resolve a variety of complex matters, including widowhood, inheritance conflicts, spouses with differing views on finance and other important issues. In 2017, Shawn continued expanding his services by joining Raymond James, a firm with a client-first culture that gives him access to industry-leading resources.
When Shawn is not helping others plan for their future – whether his own clients or those he meets as a volunteer of the Financial Therapy Association – he enjoys spending time with his wife, Theresa, and their energetic Doberman, Scarlett. The happy family resides in Santa Fe, New Mexico, but loves to travel and explore new places. On relaxing days off, you can find Shawn and Theresa volunteering around downtown Santa Fe, biking, or hiking trails. They enjoy checking out the local art and music scene along with the many festivals that pop up in the area. Shawn is also an avid reader.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with any of the companies mentioned.