Shawn guides clients through a comprehensive wealth management process. He is very focused on understanding each client’s objectives and providing regular communication, advice, and insight to help clients meet their goals. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and has the Series 65 Investment Adviser Representative exams.
Prior to joining Signet in 2013, Shawn worked for Fidelity Investments for over five years. He has a BA in Economics from Bucknell University.
Shawn is an avid sports fan and played college baseball. Away from work, Shawn loves spending time with his wife Carolyn, their daughters Hayden, Harper, Hailey, and their goldendoodle Vail.