Sean is a Registered Representative and an Investment Advisor Representative of GWN Securities, Inc. As a Financial Advisor, Sean has a passion for educating the masses on the importance of saving for retirement and various strategies with getting through retirement with financial confidence. He brings over 20 years of experience in the financial services industry helping clients with individual investment management, retirement planning strategies, social security planning, life insurance, annuities, and long-term care insurance as an effort to enhance the quality of their future retirement.
Sean also works with small businesses and retirement plan sponsors specializing in various employee benefit plans such as 401(k)’s with plan design, implementation, and administration. He enjoys taking the extra time helping plan sponsors with meeting their fiduciary responsibilities, prudent plan management and educating plan participants as an effort to create positive retirement outcomes.
Sean has had the pleasure working at previous Fortune 500 firms such as Nationwide Securities, LLC and Voya Financial Advisors. Outside of the office, Sean enjoys playing golf, tennis, guitar and spending time with his family. He currently resides in Portland, CT with his wife Chrissy, daughter Bridget, and son TJ.
Educational Background and Certifications
- Bachelor of Science – Mathematics / Eastern Connecticut State University 1995
- Chartered Retirement Planning Counselor℠ - CRPC® / College for Financial Planning 2013