Our Team

Shawn is dedicated in providing customized wealth management services and holistic financial planning working along side his mother Rosemarie.

Prior to joining the team, Shawn was a Financial Planner and Employee Benefits Specialist at a prominent financial advisory firm in Conshohocken, PA, where he specialized in wealth management, retirement income strategies, business succession, and financial planning.

He received a B.S. in Marketing from Providence College.