After serving ten years of active
military service and completing a combat tour in Afghanistan, Shawn started his
career in financial planning and investments in 2007. Joining the industry at the beginning of the
“Great Recession” allowed him to quickly learn that the stock market can be
unpredictably cruel, and at the same time, extremely rewarding to those who
stayed the course. Also, during that time, he and his clients became an
invaluable part of each other’s lives. They relied on him to get them through
the worst markets in years. He learned more about life, trust, perseverance,
and the undeniable need for clients to have genuine and executable plans.
As a Financial Advisor and the
CPAlliance™ Director with CPS Investment Advisors, Shawn’s passions and
profession are aligned. He gets to enrich and grow the CPAlliance™ program by
helping CPAs become CPA financial planners and teach them how to help clients
achieve or protect their financial independence. His ability to understand and
breakdown the most complex problems, along with his broad professional
experience, uniquely equips him to be the perfect coach, mentor, and trainer
for the CPAlliance™ members, as well as, advise clients on how to achieve and
protect their financial independence.
When he’s not helping CPAs and
clients plan and execute, he can be found spending time endurance training (or
binge watching the next great Netflix series) with his wife Amy, playing
guitar, and singing worship tunes with Emma, watching Isabella make pyramids
with her water ski team, or rooting Ethan on as he plays Lacrosse for his high
school.
Shawn earned a Bachelor’s Degree
in Business Administration and an MBA from Saint Leo University. He earned a
Certificate in Financial Planning from Florida State University and became a
CERTIFIED FINANCIAL PLANNER™ professional in 2011.
