Drawing on nearly two decades of experience, Shawn serves as a dedicated wealth planning advisor to high-net-worth individuals at or near retirement, corporate executives, and entrepreneurs. Specializing in thoughtfully tailored financial plans, Shawn will ensure every strategy is designed to support your biggest goals and greatest aspirations.
Shawn’s mission is simple: to help individuals and families successfully retire, and stay retired, according to their vision and as early in life as they choose.
Shawn takes pride in making personal connections and begins by listening to stories about your family dynamics, goals, and values to grasp the very essence of who you are. With the soul of a teacher and the heart of a listener, Shawn places an emphasis on education so you can feel empowered to make better financial decisions. He enjoys making the complex simple and translating sophisticated financial topics into terms that are easy to understand.
Setting Shawn apart from other advisors is his implementation of the Lifetime Income ModelTM, a proprietary retirement income distribution tool. By utilizing a segmented strategy, he helps you navigate the emotional fluctuations of the market and emphasizes the long-term nature of retirement investments. This allows you to approach your financials with a well-balanced perspective.
Collaborating with Shawn and his team means you receive a boutique, concierge experience where personal service takes precedence. Their cohesive partnership ensures the highest level of care and attention throughout your financial journey. Together, they serve as a deep bench of compassionate advisors, offering invaluable insights, proactive guidance, and customized solutions for the ever-changing financial landscape.
Shawn and his wife, Jennifer, reside in Aldie, VA, with their two children, Madison and Lexi. In his downtime, he enjoys spending time with family, golfing, and exploring the great outdoors.