Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education
  • Domestic Partner Planning

Education

  • University of Florida- B.S. in Economics 1989

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2020-2023
  • Ameriprise Circle of Success Diamond Ring, 2014

Community participation

Sean coaches East Marietta youth basketball in his free time.

Interests

  • I enjoy hot air ballooning, and attend area ballooning festivals every year with my wife and kids.
  • As an alumnus of the University of Florida, I enjoy college football and basketball with an emphasis on SEC teams.
  • In my free time I enjoy wake surfing and skiing.
  • I volunteer my time to coaching youth basketball.

My photos

7 albums
close

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.