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
21
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
  • Investment Management
  • Cash Flow Management Strategies
  • Christian Financial Strategies
  • Family Finances

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Administration, Business, Dallas Baptist University, Dallas, Texas
  • MBA, Strategic Leadership, Amberton University, Dallas, Texas

Community participation

Outside of work, Shawn enjoys encouraging the next generation and currently participates in multiple career and life mentoring programs for young adults. He is also an active member of two community speaking programs and speaks for numerous organizations and colleges across Texas.

  • Dallas Christian College- Career & Life Mentoring Program
  • Connect Fellowship Church- Prison Ministry Program

Interests

  • Traveling International to Study History
  • Teaching Young Adults
  • Consistent workouts - Kickboxing, Weight Training & Yoga
  • Writing (Young Adult Fiction)
  • Amateur Chef (Seafood & Soul Food Specialties)