Sean has been in the financial services industry since 2016. Sean is born and raised in Phoenix, and graduated from the University of Arizona where he earned a Bachelors of Science in Marketing from the Eller College of Management. While at the University of Arizona, Sean played 4 years of soccer, traveling all over the country to compete against other universities, and actively participating in other social groups. Sean’s passions include sports, music, skiing, and spending time with friends and family.
Sean has focused his career on creating lasting value to his clients through insurance and investment planning, with a concentration on creating retirement income distribution strategies. Sean strives to help give his clients education and a sense of comfort in the evolving financial industry. To further increase the impact he can give to his clients, Sean is actively pursuing additional designations and certifications such as the CFP through accredited institutions. It is Sean’s goal to be a steady and reliable resource to his clients as they journey to new stages in their lives.