Shaun was born and raised in Milwaukee and now resides in Big Bend with his 13-year-old cat, Shizzle. After earning Finance and Risk Management degrees from the University of Wisconsin-Madison, he went on to receive his securities and insurance licenses and is a CERTIFIED FINANCIAL PLANNER™. Shaun has worked with clients from around the nation and specializes in asset preservation, retirement income planning, and tax strategies. He enjoys taking an educational approach when it comes to helping individuals and families prepare for retirement. “I believe that the more you understand your own financial situation, the more comfortable and confident you can be in your personal retirement plan.”
In his free time, Shaun enjoys visiting family in Northern Wisconsin, hunting, fishing, kayaking, and supporting the Bucks, Badgers, Brewers, and Packers!