Shawn has served as a financial advisor since 2000 and has loved the combination of personal interaction with clients and in-depth analysis of the financial markets. He provides sound advice on a vast array of client situational needs, always cognizant of costs and risks involved in executing strategic financial choices clients face as they plan for the future.
Having endured two major market recessions, his role at Raymond James is to identify market trends and assess where possible values and risks exist while helping clients meet their financial goals.
Shawn went to business school at the University of Wisconsin-Whitewater specifically to obtain a BBA-Finance degree to prepare him for a successful career in financial services. He also obtained a Spanish minor degree to keep his mind and communication abilities at a worldly level. He holds Series 7, 63 and 65 registrations.
He spent the first eight years of his career building a successful practice with Edward Jones before joining Rozman Wealth Management in 2008, where he continued his professional growth and expanded the services he could offer, which included discretionary management of most client accounts. Shawn was able to craft a conservative model portfolio as an option for his clients. Since then, he has built several other model portfolios to accommodate various time horizons and risk tolerance levels of clients.
In his free time, Shawn is known to stay physically active, travel to the farthest reaches of the globe, and take every opportunity to practice his Spanish both here and abroad. He’s been to every continent at least twice, except Asia and Antarctica, but the travel Shawn is most proud of is his annual mission trip to Nicaragua. He and some of his closest friends build homes for needy families in a slum in Chinandega, paid for completely by donations raised here locally. These mission trips have paved the way for a deeper commitment to volunteerism and service to his fellow man, but also spiritually, as he was recently baptized in the waters of Lake Michigan.
All investments are subject to risk, including loss.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.