WHO WE ARE
Senior V.P. Wealth Management
Licenses held: Series 31, 66
Shaun graduated from Utah State University with a bachelor’s degree in Finance. Shaun has been working with clients since 2009, helping them to determine which strategies are best suited to achieve their goals. Whether he is helping clients with basic investment consulting or assisting them with advanced planning issues like wealth transfer, wealth preservation, or comprehensive goal planning, Shaun is dedicated to getting the job done. He holds the designation as a Certified Divorce Financial Analyst (CDFA®). Shaun’s education and specialized training makes him qualified to help divorcees navigate the financial issues of divorce.
Having grown up in Morgan, UT working on the family farm, Shaun understands the importance of hard work and applies that basic principle to every client situation. Taking the time to fully understand his client’s goals and outlining a plan to help them achieve those goals is his top priority.
Shaun and his wife, Kate, currently reside in Salt Lake City, UT with their twin girls, Quinn and Sloane, and their lab, Railey. When he isn’t at work, Shaun enjoys hunting, trail running, and mountain biking as well as spending time at the family cabin.
Phone: 801.475.4002 Ext.106
FINANCIAL PLANNING FOR TOMORROW
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1523 East Skyline Drive – Suite C
South Ogden, UT 84405
M - Th, 8:00am - 4:00pm
F, 8:00am - 2:30pm