A native Tennessean, Sean manages portfolios for Individuals, trusts, and small business retirement plans. He has over 24 years of experience in the industry, including seven years as an institutional bond trader, and wealth planning at Fortune 500 companies. Sean enjoys helping clients from all walks of life with holistic financial planning. He holds the FINRA Series 7, 63, 66 registrations as well as several supervisory registrations. He also holds the Tennessee life, health, and variable contract licenses.
When not helping clients, Sean enjoys spending time with his family, children, and two dogs. As an avid tennis player, he competes in many state and regional tennis tournaments.