Designations and Licenses

Sean is a CERTIFIED FINANCIAL PLANNING™ Professional.

Experience and Education

Sean works as part of an advisory team to develop comprehensive wealth solutions for clients and help them achieve their long-term goals. Prior to joining the firm, Sean was a financial advisor at Merrill Lynch. In that role, he worked with clients to develop and implement holistic financial plans. He also provided 401(k) advice to corporations.

Sean has a bachelor’s degree in accounting and finance from Robert Morris University.

Personal Interests

Sean enjoy playing, coaching and watching lacrosse and likes to golf. He is a big St. Louis Blues and Cardinals fan and his happy place is the Lake of the Ozarks with his family.