With over 16 years of experience in the financial services industry, Shawn is a highly skilled and results-oriented Certified Plan Fiduciary Advisor (CPFA®) specializing in comprehensive wealth management for high-net-worth individuals, successful professionals, and business owners. Known for his personalized, goals-driven approach, Shawn crafts tailored financial strategies that empower his clients to make informed decisions and achieve long-term financial success.
Prior to joining Merrill Lynch Wealth Management in 2017, Shawn honed his leadership and financial expertise as a Branch Manager at Bank of America. In this role, he managed daily operations, exceeded strategic goals, and built strong client relationships, further sharpening his skills in credit, lending, and investment management. These experiences allow Shawn to offer a holistic approach to financial planning, addressing all aspects of his clients' financial lives.
Beyond his professional achievements, Shawn is deeply committed to his community. Since 2008, he has served as a volunteer firefighter with the City of Lapeer, earning certifications in Firefighter I & II and Emergency Medical Technician (EMT) through the State of Michigan. His dedication to public service underscores his unwavering commitment to making a positive impact on those around him.
Shawn earned his bachelor’s degree in public administration, with a specialization in law, from Ferris State University. His educational background, combined with his extensive real-world experience, allows him to approach financial planning with a strategic and analytical mindset.
Shawn’s commitment to cultivating long-term relationships with his clients sets him apart. He takes the time to understand their financial aspirations, concerns, and risk tolerance, ensuring that each financial strategy he designs is clear, actionable, and aligned with their personal values. His disciplined investment approach and sharp understanding of financial markets enable his clients to navigate complex financial landscapes with confidence.
Outside of work, Shawn enjoys spending quality time with his wife Joan and son Gabe in Lapeer. He’s passionate about beekeeping and outdoor activities, and frequently travels to the Florida Keys, where he enjoys time on the water.
Shawn's deep expertise, commitment to service, and personalized approach make him a trusted advisor for those seeking to build, protect, and preserve their wealth while achieving their financial goals and securing a lasting legacy.