Private Wealth Manager
Sean is passionate about global economics and finance; he enjoys discussing world events and their impact on our economy and the portfolios of the clients he meets.
While Sean was attending the University of Central Florida, he had the opportunity to study the recession as it happened, unveiling the many pitfalls and problems in our financial sector. These past and current events fuel Sean’s desire to make a positive impact in the lives of others through information.
“Things in the financial sector can change quickly – no question about that,” says Sean, who is registered as a Chartered Retirement Planning Counselor (CRPC). “That’s why it’s important to stay plugged into all the latest news. We help you do that here.”