Helping Clients in Illinois
About Shaun
As a Financial Consultant, my primary goal is to help clients work toward financial independence. By understanding their investment and retirement goals, I work closely with them to create and implement plans that align with their dreams and objectives. Specializing in investment and retirement planning, I know that navigating the complex retirement landscape can be daunting, especially now.
After earning my Bachelor of Science degree in Information Systems and Finance from Lewis University, I began my career at JP Morgan Chase. Now with over 20 years of experience in financial services, I am motivated by the opportunity to help clients aim for success in their investment and retirement endeavors. I love hearing the stories clients share about their journeys and the achievements that have brought them to where they are today. I believe that the greatest value I can offer my clients is my dedicated time, along with my 20 years of experience in the ever-evolving world of investments and retirement planning.
A native of Downers Grove, Illinois, I currently live in Chicago with my wonderful wife, Linda, and our two sons, Mason and Lucas. In my free time, I love traveling with my family, whether it's a quiet weekend trip to Michigan or a sunny escape to San Diego. Watching my sons play soccer brings me immense joy, and playing golf is another passion of mine – or perhaps a vice, given how much I indulge in it during the summer months!
Registrations and Licenses
FINRA registered (Series 7, 63 & 66 held with LPL Financial)
Life, Health & Long Term Care Licensed