Chief Executive Officer 916-712-9669 Email Shaun
Shaun has a passion for diversified knowledge. He strives to learn new concepts and discover opportunities that most would consider “outside the box.” With an engineering degree and experience working with high net worth clients as well as middle America, Shaun loves to share his knowledge and thrives on solving complex financial planning puzzles.Shaun has been helping clients in the financial services industry for over 13 years. He likes to share information about private family foundations and unique solutions to those struggling with debt. When working with clients, his goal is to relieve the anxiety and stress caused by an overload of often conflicting, information.
Throughout his career, he’s served in a managerial role in an international humanitarian aid logistics company, served on the board of several non-profits, and been a senior adviser with other top financial services companies.
Outside of work, Shaun loves to spend time with his wife and two girls, ages 6 and 9. He coaches softball and holds a leadership role with the local service unit of Girl Scouts. Camping, hunting, fishing, and other outdoor activities are also favorite pastimes.
Delivering support, compliance and efficiency for over 20 years