Sean joined the BCWM wealth advisory team in 2016, and is responsible for assisting clients with their portfolio management and investment planning strategies.
Sean has built his career on consistent and strategic financial customer service – providing clients with the right information to make educated decisions on their finances. Prior to joining BCWM, Sean honed his skills a Registered Representative, creating and implementing investment strategies and asset allocations for clients while also advising on holistic and customized financial plans.
Sean graduated from the University of Missouri – Kansas City, Cum Laude, with a degree in Liberal Arts and a minor in Environmental Sustainability. His passion for helping the environment is evident in his involvement with the Great American Clean Up in Kansas City, where he acted as a community coordinator and neighborhood resource and support.
Growing up in Overland Park, KS, Sean enjoys the Kansas City Chiefs, playing golf and spending time with his family.