In addition to being a CPA/PFS Shawn is also licensed in the fields of insurance as well as securities, holding numerous licenses most other financial planner’s lack. His thoughts are that to be a true financial planner (and not just use the title) expertise in each of these areas is essential to a TRUE financial Planner.

He specializes in overall long term planning, as opposed to just one area.  His clients range from the everyday “normal” working person to upper  management executives.