Shaun truly enjoys being able to build personal connections with clients and have a positive impact on their lives. This is why he was drawn to a career in the financial industry, and it’s what continually grows his passion for it. He enjoys the process of gathering information and creating a strategic plan to move forward with, all the while knowing that he is helping our clients and their families have financial stability and peace of mind.
Shaun is an Associate Financial Advisor, so his primary role is to support our advisors and their clients. His role includes providing service for clients when they have requests or need our help, preparing for client meetings by running financial reports and analyzing the current financial situation, and assisting with any follow ups or action items that are discussed and agreed upon during the meeting.
Shaun has over three years of experience working in the wealth management industry. Prior to that, he graduated from Bentley University in the class of 2018.
In his free time, Shaun enjoys spending time with friends and family, playing basketball, golfing, watching movies, and trying local breweries.
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Bucket List Vacation
Australia
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All time favorite food
Buffalo Chicken Pizza
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Best Sports Team
Patriots
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Something You Can't Live Without
Iced coffee
