For over 25 years, Sean has worked towards generating results helping families create memories and enduring legacies. He believes a properly tailored investment program enhances confidence enabling better, more thoughtful decisions and quality of life. He is committed to providing the highest level of professionalism with friendly, personal service.
Sean learned from his parents (with help from five sisters) to value honesty, hard work and self-improvement. He applied those lessons to pay his way through Cleveland State University and later to earn his CERTIFIED FINANCIAL PLANNER® certification.
Originally from Darien, Connecticut, Sean has served as President and Trustee of the West Shore Chamber of Commerce, an Alumni fundraiser for St. Ignatius High School, and both Bay Village and City of Westlake Economic Development committees.
Away from the office he remains active having completed more than a dozen triathlons and two successful Alcatraz swims. San Francisco is a favorite getaway for Sean and wife, Laura, where they spend time with daughter Mary and granddaughters Elle and Josie. While in California, they occasionally take a side trip to wine country or a hike through Muir Woods.