With more than 30 years of experience in financial planning and investment management, Shaun has the accumulated knowledge and perspective to help you with your financial goals. He understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Shaun will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you.
Shaun endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.
Based on what he learns about you and your goals and an analysis of the current financial markets, Shaun designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Shaun puts it into action and keeps the lines of communication open about its performance to look for opportunities to adapt to life changes and new goals.
Shaun is a CERTIFIED FINANCIAL PLANNER™. By voluntarily completing the CFP Board's rigorous certification process, Shaun has taken an extra step to demonstrate his professionalism and interest in client. As a CFP® professional, he has committed to meeting the board's continuing education requirements and practicing with the highest ethical standards.
Shaun is a native of Canton, Ohio, and a graduate of The Ohio State University. He is a member of The Columbus Museum of Art, The Columbus Landmarks and The Miami Beach Botanical Garden. Shaun is also a member of the Professional Council of The Columbus Foundation.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The National Association of Plan Advisors, Part of the American Retirement Association, owns and authorizes the use of the CPFA credentials to individuals that maintain compliance with the initial and ongoing certification requirements.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.