As a Financial Advisor, Sean works with clients to understand their goals and help them achieve their dreams. He takes a comprehensive approach to financial planning, considering all aspects of a client’s situation to deliver customized solutions. He also serves as the manager of the Investment Solutions team and leads the CFO4Life Investment Committee.
Sean attended Texas Tech University and graduated with a B.S. in Personal Financial Planning. He is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Investment Management Analyst®.