Sean joined the financial services industry in 2012 at Fidelity Investments and then moved to Merrill Lynch as a Financial Advisor working with families. He then spent some time at JPMorgan coaching and developing other Financial Advisors. In 2019, Sean moved to Charles Schwab as a Planning Consultant where he works with clients as a financial planner helping them prioritize goals, create a plan to reach them, while providing portfolio recommendations.
Sean holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., and holds the Series 7 and 66 FINRA registrations as well as his Texas life, health, and variable annuity insurance licenses. He is a graduate of Midwestern State University, with a BBA degree in Finance.
Sean is a native Texan, who, in his spare time, enjoys traveling with his wife, Kati. In addition to traveling, they spend time with family and their 3 pets. Sean is an adjuct faculty member at the University of Dallas and a member of FPA Dallas/Fort Worth.