
Financial Planner
Cincinnati Area

Financial Planner
Cincinnati Area
Shawn partners with business owners, high-performing executives and their families to increase, protect and properly transfer wealth across generations. He uses a holistic approach to develop and monitor comprehensive wealth plans that allow his clients to live their dreams.
Shawn focuses his business on 401(k) and retirement services. He leverages the benefits of solid life, long-term care and disability insurance as an integral part of business and personal financial management.
Professional Licensure:
FINRA General Securities Representative (Series 7)
FINRA Uniform Combined State Law (Series 66)
Life, Health & Variable Insurance License, Ohio Agent
401(k) consulting, fee-only financial planning, fee-based investment advisory, financial advisory services
(Privately Held; 51-200 employees; Investment Management industry)
February 2008 — Present (4 months)
Shawn partners with business owners, high-performing executives and their families to increase, protect and properly transfer wealth across generations. He uses a holistic approach to develop and monitor comprehensive wealth plans that allow his clients to live their dreams.
Shawn focuses his business on 401(k) and retirement services. He leverages the benefits of solid life, long-term care and disability insurance as an integral part of business and personal financial management.
(Partnership; 11-50 employees; Legal Services industry)
2005 — 2008 (3 years)
Bachelor, Technical Management, 2008 — 2010 (expected)
Associates in Arts, Sociology, 1997 — 2002
investing, financial analysis, entreprenuership, web technology, web services, marketing, advertising, branding, brand management, sales, music, percussion, history, politics
FINRA, Butler County Republican Party
Asset Retention Leader, 2000 Fidelity Investments