With over 14 years in the financial services industry, Shawn is a Certified Plan Fiduciary Advisor (CPFA®) who provides goals-based wealth management support to affluent families, accomplished professionals, and successful business owners. Through this experience he has developed an array of financial strategies that result in comprehensive recommendations specific to each individual client’s financial needs.
Prior to joining Merrill Lynch Wealth Management in 2017, Shawn worked for Bank of America as a Branch Manager where he managed the day-to-day operations and goals of the bank. Since 2008 he has been serving his community as a volunteer Fire Fighter with the City of Lapeer and is certified through the State of Michigan with his Fire Fighter I & II certifications, as well as his certification as an Emergency Medical Technician.
Shawn has a passion for cultivating long lasting relationships and is dedicated to providing exceptional service, customized advice, and a disciplined approach to investing. This leads to a clearly defined strategy that is directly aligned with the client's risk tolerance and financial goals. Shawn's experience and approach to financial planning allows him to successfully navigate clients down the path of financial independence.
Shawn currently resides in Lapeer with his wife, Joan, and son.