Director, CPAlliance
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.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
295 Ratings
RK
Jul 12th, 2022
Literally, this was the best presenter I've ever experienced on any CPE platform. His style, succinctness, command of subject matter, how he picked important sub-topics out for emphasis left me thoroughly educated on a topic, like never before.
MS
Jul 27th, 2022
Relevant to my situation as I passed my RIA last fall and haven't done much with it yet.
MP
Aug 2nd, 2023
Great info and I appreciated the presenter's candor and willingness to help!
MB
May 3rd, 2022
Should have been longer. Too much information to get through in an hour.
MR
Jun 2nd, 2022
enjoyed the course, and exploring this avenue as an opportunity
1 Credit
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