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 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 just outside of Fort Worth with their dog Marley. In his free time Sean loves to spend time with his family and friends, play golf, workout, and coach youth baseball to the kids in his community.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 3040 Post Oak Blvd, Ste 1150, Houston, Texas, 77056, 281-220-2700. Securities products and advisory service offered through PAS, member FINRA, SIPC. PAS is a wholly owned subsidiary of Guardian. Rethink Wealth is not an affiliate or subsidiary of PAS or Guardian.