Shawn specializes in helping folks from all walks of life put together road maps designed to help them navigate the complex landscape of personal finance. Shawn devotes the time it takes to work closely with his clients and learn their wants, wishes and apprehensions, giving him the necessary insight to help guide them as they pursue their distinct financial goals. Shawn believes his diverse background as a mortgage broker, insurance agency owner, personal financial advisor and investment manager has endowe
Like most Certified Financial Planner ™ professionals, Shawn offers comprehensive financial planning and investment services. But unlike many others, Shawn received extensive training in financial therapy and behavioral finance, earning his Certificate in Financial Therapy from Kansas State University and working with the Financial Therapy Association to continue to build out this exciting and innovative field. Shawn also holds a master’s degree in personal financial planning from K-State and a bachelor’s d
With nearly 20 years of experience in the financial industry, Shawn applies his in-depth knowledge of financial therapy and behavioral finance to create truly customized plans for his clients and to help them resolve a variety of complex matters, including widowhood, inheritance conflicts, spouses with differing views on finance and other important issues. In 2017, Shawn continued expanding his services by joining Raymond James, a firm with a client-first culture that gives him access to industry-leading re