Shawn has worked in financial services for 26 years. In his early career he designed and managed corporate retirement plans and segued into advanced plan design. In 2008, Shawn expanded into individual advising, focusing on wealth management for business owners and high net worth clients. His early career experience with corporate planning and tax strategy makes him an invaluable resource as he assists business owners with maximizing growth, tax efficiency, corporate retirement plans and succession planning. Shawn prides himself on communicating complex information in an easily understandable way and building relationships with his clients to provide customized advice for their specific situation.

Shawn is an avid bowler and enjoys traveling, motorcycles, and bourbon. His three adult children are currently in college and he resides in Mason, OH.