Sean earned a B.S. degree in Biology and M.S. degree in Biomedical Sciences from the University of Florida.  For 6 years, Sean taught math and science at the high school level and made sure to incorporate lessons on financial literacy for his students.  Sean transitioned to the financial services industry to bring his background and interests to helping clients reach their financial goals. 

Sean earned his Series 7 and is currently working toward his Series 66 to become an investment advisor representative (IAR).

Sean's primary role is to support new clients through the onboarding and new account opening processes and provides general client and account support. Sean sits on our firm's investment selection team.