Bio
Sean has over 25 years of experience in the financial planning and investment management industries. His diverse background and experience, ranging from the floor of the Chicago Mercantile Exchange to a Global Consultancy in Andersen Consulting, provide a unique vantage on wealth management. By focusing on the distinct needs of business owners, leaders and their families, Sean is able to guide the client through life decisions that bridge the gap between wealth and quality of life.
Sean, a strong believer that education and knowledge provide value, is a part of a small group of advisors that have earned both the CFP® certification and the CFA Charter. Both designations are the highest level of certification in their respective field. (Less than 3% of all advisors in the country hold both designations.) His formal education began with a BA in English from Villanova University. He completed his CFP® education at the College for Financial Planning and went on to obtain an MBA with majors in Finance, International Business and Marketing from Northwestern University's Kellogg School.
Sean is actively involved as a member of the Legislative Committee for the Naperville Area Chamber of Commerce and sits on the Board of Hesed House. He is a past-president and past-chairman of the Financial Planning Association of Illinois, the largest FPA chapter in the country. After serving at the state level, Sean chaired the Financial Planning Association's National Pro Bono Advisory Committee. He also served on the Illinois State Treasurer's Advisory Council on Financial Education and Literacy.
Sean's unique philosophy of financial planning has been quoted in many articles, most prominently in The Wall Street Journal, AARP Magazine, Crain's Chicago Business, CFA Magazine, Financial Advisor Magazine, USAA Magazine and the Chicago Tribune. He has made presentations at the Kane County Bar Association, Naperville Area Chamber of Commerce, the CFA Institute of Chicago, and at the Financial Planning Association meetings. He has been a guest on WTTW's Chicago Tonight with Phil Ponce as well as ABC's Sunday Morning “NewsViews” with Alan Krashesky and Fox News.
When not working, Sean spends his time with his wife, four children, and three dogs. He enjoys golfing, tennis, sailing and reading.
