Sean has a passion for serving, coaching, educating, and most importantly building lasting relationships with everyone he meets. These passions combined with his love of finance drive his strong desire to make certain he fully understands each person’s unique situation, so they achieve their true financial goals and aspirations with maximum efficiency.
Sean specializes in working with medical professionals, young professionals, and business owners in the areas of comprehensive wealth planning, risk mitigation, and business growth and transition planning with his team.
Sean received his Bachelor of Business Administration degree with a focus in Leadership from Abilene Christian University in 2015 where he also was member of the baseball team. He holds Series 7, 63, & 65 securities licenses along with his Texas Life and Health Insurance license.
Sean and his wife Mary are both born-and-raised Texans and live in Aledo with their daughter Caroline, and a son on the way. In his free time Sean loves to spend time with his family and friends, working out, playing golf, and helping out in the community.
Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.