Shawn brings more than 30 years of experience helping individuals and families achieve their financial goals through personalized planning and investment strategies. A graduate of Colorado State University with a degree in Business Management, he is a CERTIFIED FINANCIAL PLANNER™ professional committed to delivering thoughtful, client-focused advice.
Throughout his career, Shawn has worked at RAF Financial, Invesco Mutual Funds, and Charles Schwab & Co., Inc., and currently serves as a Director and Family Wealth Advisor at Baird. He specializes in investment management, tax, estate, and retirement planning, and is known for simplifying complex financial challenges.
A longtime Westminster, Colorado resident, Shawn enjoys mountain biking, skiing, and spending time with his wife and two daughters.