“I have over six years of experience in banking and more than three in the financial service industry serving high net worth clients,” Shaun says. “Prior to that, I served as an operations specialist in the U.S. Navy.”
Shaun’s educational background in finance, along with his commitment to lifelong learning, makes him a great resource for our members.
“My job satisfaction comes from educating people about their investment options and working together to create a plan that suits their lifestyle and financial goals,” Shaun says.
The DePaul University grad has a bachelor’s degree in finance and is licensed in Series 7, 66 and life and health insurance.
In Shaun’s free time, he enjoys playing and watching sports and the opportunity to meet others within the community.
“I enjoy biking, playing golf and hockey, participating in triathlons and watching football.”