Personal

Sean is a native Angeleno. In his spare time, Sean enjoys playing basketball, boxing, going out to the movies, and going to live sporting events. 

Professional

Sean is a Chartered Financial Consultant (ChFC®), giving him advanced knowledge on tax efficient strategies and retirement planning, to special needs advising, wealth management, insurance. He often partners with attorneysdentistsbusiness owners and professionals to help them achieve financial security. Through a holistic planning approach, Sean applies innovative solutions and comprehensive financial plans supported by meaningful relationships to provide the best service for his clients.

Sean received his Bachelor of Science degree, in Business Management, from California State University, Northridge. 

Sean is certified with Series 6 and Series 63 securities licenses.

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo

Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Visit partner website

Beads of Courage logo

Starlight Children's Foundation

Sean aims to improve the lives of children and families in need through financial support, volunteerism, thought leadership and collaboration with community partners. He stands behind finding a cure for pediatric cancer, partnering with organizations such as the Starlight Children's Foundation, a nonprofit organization that seeks to improve hospital experiences for children and chronically ill teenagers.

Starlight Children's Foundation

Here are my areas of expertise

Investment Planning & Strategies

Tax-Efficient Strategies

Advisory Services

Retirement Planning & Income Strategies

Education Planning & Funding

Business Employee & Executive Benefits Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline