Sean Easterly recently joined BCWM as our newest Wealth Advisor to help serve our growing client list nationwide. As a member of our wealth advisory team, Sean brings his valuable insights and experience to managing our clients’ portfolios and planning their investment strategies. He was drawn to BCWM because of our proprietary financial software and our encouraging team members to further develop knowledge with ongoing professional development.
Sean came to us from Bank of Blue Valley where we worked his way up from bank teller to registered representative, INVEST Financial. He guided dozens of families in creating and implementing holistic, customized financial plans, while matching their investment strategies to financial needs, goals and risk tolerance. He served on the bank’s Community Reinvestment Act committee, and simultaneously worked for Kansas City’s Bridging the Gap as its Great American Clean Up Coordinator. Sean’s role was planning community clean up projects throughout the city, providing city resources to neighborhood leaders and tracking and analyzing the improvement results.
This information is provided for general information purposes only and should not be construed as investment, tax, or legal advice. Past performance of any market results is no assurance of future performance. The information contained herein has been obtained from sources deemed reliable but is not guaranteed.