Shawn has been in the financial industry for over 19 years, and has been featured in FORTUNE magazine in February 2022 as a Five-Star Wealth Manager Under 40*, Minnesota Business Journal September 2017 as a Twin Cities Finest for work with the Cystic Fibrosis Foundation, and Forbes Best in State** for 2023 and 2024. Shawn helps a full range of clientele from young families just getting started, to corporate executives managing their resources, to retirees living on fixed incomes. Shawn also specializes in working with business owners in the manufacturing industry. Shawn grew up in Shakopee MN, and attended college at Minnesota State University, Mankato. He enjoys spending his free time playing golf, fishing, hunting, competitive shooting, boating, cycling, and spending time with his family.
Licenses: S63, SIE, S7, S6
*2021 Five Star Wealth Manager award was issued by Five Star Professional (FSP) in February 2022, for the period covering 1/1/2021 - 12/31/2021 and was published by The Minnesota Business Journal in September 2017. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not an endorsement or indicative of the future performance of the wealth manager. A fee was not paid for consideration however a fee is paid for marketing materials. For more information, visit www.fivestarprofessional.com.
** Forbes / SHOOK Research
https://www.forbes.com/sites/rjshook/2022/07/28/methodology-americas-top-financial-security-professionals-2022/
https://www.shookresearch.com/a-methodology.html