Shaun is a highly adaptable leader and an approachable advocate for individuals and businesses alike. Maintaining an unyielding client-centric approach, Shaun is passionate about helping others find a path towards their vision.
His curiosity about what gives his clients meaning drives his process — and he endeavors to align his clients’ financial lives with their values. Shaun believes in a true holistic approach, and he enjoys collaboratively problem solving to provide comprehensive solutions to clients.
Shaun’s mission is to educate and empower others to bridge their goals with their financial life, and he does this in multiple ways. By founding a wholly independent wealth management firm, Shaun and his team are able to offer a completely personalized approach to clients with techniques that are uniquely fit for their financial well-being.
Additionally, as the host of the Money Belt Radio show, a weekly talk radio program, Shaun is able to reach a wide audience, discussing current economic and geo-political events and how they affect the personal finances of Main Street America. Shaun has been an adjunct faculty member for San Juan College, teaching a course called “Financial Planet.” Through this course, community members better understand retirement planning, goal setting, risk management, investing and legacy planning.
Shaun sees great value in taking a multi-disciplinary approach. He regularly meets with a group whose expertise varies across different professions, enabling each to provide a critical perspective. Through collaboration, the network identifies and creates solutions that are naturally at the forefront of their respective industries.
Shaun graduated from the Eli Broad School of Business at Michigan State University. He is a Series 7 and 66 licensed Financial Advisor and is licensed in Life, Health and Disability Insurance.
An avid adventurer, Shaun has spent time traveling and working in Asia and the Pacific, including a year in New Zealand where he met his wife, Kereth. Today, Shaun and his family live in the Four Corners. When not working, you can find Shaun enjoying the great outdoors with his family, on the golf course, skiing or playing the guitar.
