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Meet with me locally in Reno!

 

Ready to focus on your financial goals? I can help. Your goals – my focus.

Let's put the strategies together to work for you. Whether your priority is personal finances, your business, or both, I'm committed to helping you succeed.

 

EXPERIENCE

Shawn wants to help families and businesses achieve their financial goals and be prepared to handle market volatility.  He has four years in the insurance and securities related area, however he has been working with families and businesses with their financial lives with mortgage and business lending for more than 30 years.  Shawn specializes in wealth management, retirement planning, business protection solutions, business owner & executive solutions, and life insurance. 

EDUCATION & CREDENTIALS

  • FINRA Series 7 & 66 securities registrations 
  • Life & Health Insurance License
    • CA Ins Lic# 4030116
    • NV Ins Lic# 3182422
  • Bachelors degree in Economics and Business Administration from University of North Carolina Greensboro

INTERESTS

Shawn has been a part of his community for the past 25 years.  He coached youth soccer and played in adult leagues.  His soccer team won first place in Casa Grande, AZ and 2nd place in the King's Cup at Las Vegas, NV in 2019 adult soccer tournaments. While being involved, he has come across and helped many people with their financial lives.  Shawn and his wife have raised three college educated daughters who also participated in college athletics.  He is now enjoying two grandchildren with a third on the way.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck