As a wealth manager at Redwood, Sean is well-versed in the areas of investment management, tax planning, retirement planning and estate planning. He also has extensive experience in partnering with clients and says he most enjoys being able to give them peace of mind. He feels the best way to do that in today’s world is to give them a sound financial plan. Sean starts by defining what true financial success means to them; then builds a plan and investment strategy to achieve that success.
Prior to joining Redwood, he spent five years at Fidelity Investments, where he managed a large practice built around successful, high net-worth clients.
“I tell clients to view their wealth and financial plan like a business. They are the business owners,” says Sean. “Then the question becomes who do they trust and want managing that business? That’s where I believe Redwood and I can make a difference.”
Sean earned a Bachelor’s of Science degree from Kennesaw State University in 2008. He and his wife, Danielle, live in Roswell, Ga., with their son Gunner. They enjoy spending time with family and friends as well as traveling. Sean also is a sports fanatic, who played two years of college football at The University of the Cumberlands in Kentucky.