WHO WE ARE
Financial Advisor, RJFS
Licenses held: Series 7, 31, 66
Shaun graduated from Utah State University with a bachelor’s degree in finance and a minor in economics. Shaun works with our clients to determine which strategies are best suited to help achieve their goals. Whether he is helping clients with basic investment consulting or assisting them with advanced planning issues like wealth transfer, wealth preservation or comprehensive goal planning he is dedicated to getting the job done. Shaun holds the designation as a Certified Divorce Financial Analyst (CDFA) his education and specialized training makes him qualified to help divorcees navigate the financial issues of divorce.
Having grown up in Morgan, UT, working on the family farm, Shaun understands the importance of hard work and applies that basic principle to every client situation. Taking the time to fully understand his client’s goals and outlining a plan to help them achieve those goals is his top priority.
Shaun and his wife Kate currently reside in Morgan, UT with their pet lab, Railey. When he isn’t at work he enjoys hunting, trail running, mountain biking and spending time with his two beautiful twin daughters, Quinn and Sloan at the family cabin.
Phone: 801.475.4002 Ext.106
FINANCIAL PLANNING FOR TOMORROW
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1523 East Skyline Drive, Suite C South Ogden, Utah, 84405
M- F: 8:00am - 4:00pm