Shawn, Partner-Advisor, has an extensive background in financial planning, security analysis, and fee-based asset management. Prior to merging with Coordinated Financial Services, Shawn’s financial services background started with Charles Schwab in 1997 as a licensed stockbroker. He excelled in advising a large practice of clients in Schwab’s Private Client Group managing over 300 client relationships and over $500 million in assets. In 2008, Shawn left Charles Schwab and founded Lifetime Capital Management as an Independent Financial Advisor.
Shawn is a CERTIFIED FINANCIAL PLANNER™ professional and is a member of the National Association of Personal Financial Advisors (NAPFA). He completed his CFP® course work and examination in 2007, and holds his Bachelor’s Degree in Biology from Portland State University.
Shawn is married to his wife Trisha, and is a very proud father of his son, Luke. Shawn enjoys traveling with his family, golfing, hunting, and fishing.