Shawn has been a Financial Advisor for over twenty years, working extensively with the direct asset management, succession planning and comprehensive wealth management for his family of clients. During his time as a Financial Advisor, Shawn has taken the approach that a client’s financial confidence is directly correlated to the level of understanding of their own financial wealth and financial life cycles. Shawn is committed in guiding clients through those complex and critical decisions necessary to help achieve financial success by ensuring clients truly understand their financial situation and the roadmap that will allow them to navigate and achieve their financial goals.
Shawn founded a successful wealth management firm, and for fifteen years managed the strategic direction and vision of the firm along with his clients’ financial well-being. Shawn brings that same commitment and dedication to Merrill Lynch Wealth Management, always diligent to building lasting and powerful relationships, centered on the success of his clients.
Shawn is a Wyoming native and lives in Boulder. In the summer, you will usually find him along a river fly fishing. He also enjoys both road and mountain biking, skiing and time with his family.
One of the reasons I chose to become a Merrill financial advisor was my passion for educating clients about investing. I want to help you understand planning for your wealth, as well as the challenges and possibilities presented by the markets, and the impact this greater understanding can have on your full financial life.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.