About Us
Learn more about our team and our guiding principles
Meet Shawn
My career began with a compelling vision: to provide personalized and transparent guidance that simplifies complex financial principles, making them more accessible and understandable.
With over twenty years of extensive experience in the financial sector, I am committed to empowering individuals and families toward financial well-being.
I reside in Florence, Alabama, with my wife, Brandeis and our daughters, Elsie and Evelyn. If you are looking for a knowledgeable and client-focused financial advisor to guide you on your financial journey, I am here to help you achieve your goals.
Our guiding principles
We believe you should feel informed and comfortable when it comes to your financial decisions. We take the time to understand your unique circumstances, answer your questions, and make the complex feel more approachable. With a combination of financial experience, investment knowledge, and personalized guidance, we’re here to help you make sense of your options and move forward with greater clarity.
A modern approach
Our approach is designed to meet you where you are.
We work with clients both in our Florence office and remotely, using RightCapital to bring clarity and simplicity to the financial planning process.
RightCapital is our chosen planning tool because it helps us build a clear picture of your financial life, explore different scenarios, and create a plan designed around your goals, all through a clean, intuitive, and visual interface.