Sean brings an easy-going nature and acute attention to detail to every client relationship at Plancorp. Since joining the firm in 2015, Sean has leveraged his extensive internship experiences to embrace and advocate for an evidence-based investment philosophy.
As a Senior Wealth Manager, firm Shareholder, and a valued member of Plancorp's investment committee, Sean has honed the skills to develop comprehensive financial strategies tailored to each client's unique needs through years of mentorship and experience. His naturally analytical mindset ensures that he remains vigilant about all factors that could impact his clients' financial outcomes. Sean's commitment to continuous learning and staying abreast of market trends and economic indicators has earned him a reputation for delivering insightful and effective advice.
Sean has developed extensive knowledge on equity compensation for corporate executives at top companies, making him a sought-after advisor for complex financial planning. His dedication to professional excellence is reflected in his status as one of Plancorp's top credentialed advisors.
Based in San Francisco, Sean enjoys traveling, attending sporting events, exploring new culinary experiences, and spending time in nature with his soon-to-be wife.
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