Meet Shawn
With over twenty years of extensive experience in the financial sector, I am committed to empowering individuals and families toward financial well-being. My career began with a compelling vision: to provide personalized and transparent guidance that simplifies complex financial principles, making them more accessible and understandable.
Central to my philosophy is the belief that an informed client is an empowered client. I blend rigorous financial expertise with a personalized approach, offering strategic financial guidance and investment expertise tailored to meet each client’s unique needs.
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.
Meet Evie
Evie brings over 15 years of dedicated experience in the Financial Services industry serving as an office manager. In her role, she is instrumental in ensuring the smooth operation of the office, where she oversees daily activities and manages the efficient flow of paperwork. Her keen attention to detail and organizational skills enable her to streamline processes, ensuring that client requests and administrative tasks are handled promptly and accurately.
In addition to her operational responsibilities, Evie is committed to providing exceptional support to both clients and colleagues, fostering a positive and productive work environment. She understands the importance of meticulousness in financial services and strives to enhance the client experience through reliable and responsive service.
Based in Rogersville, Alabama, Evie is deeply committed to her community and values the relationships she builds within it. Outside of work, she enjoys engaging in local activities and spending quality time with family and friends, reflecting her belief in a balanced and fulfilling life. Evie’s strong work ethic and dedication make her a vital asset to the financial team, contributing significantly to achieving the firm’s goals.