Shawn has been responsible for providing investment advice on assets which exceeded 828 billion dollars. Shawn’s not just a financial planner. He not only has experience in the securities industry but also in the banking industry and has either owned or been a partner in a Commercial Real Estate Company, a Network Telecommunications Company, a Graphic Design Company and a Community Newspaper. He understands the everyday challenges small business owners face and knows how to help them with their investment and retirement needs. Over a two year period Shawn completes more than 200 hours of continuing education. Below is a list of Shawn’s education, designations and a few business activities:
*Membership is based on prior fiscal year production. Re-qualification is required annually.