Twenty-five years in the financial services industry gives you a certain clarity about what good investing actually requires, and Shawn has spent that time building and refining the kind of disciplined, process-driven approach that holds up over the long term. He leads SABRE's Wealth Management division as Chief Investment Officer, overseeing the firm's investment platform and the day-to-day decisions that shape how client assets are managed. That includes designing and implementing the firm's investment process, determining asset allocation strategies, and supervising investment analysis across the team.
As a Financial Advisor, Shawn's starting point is always the client. Before any plan is drawn up or any recommendation is made, he takes time to understand where someone stands today, what they are working toward, and what concerns they are carrying with them. That foundation informs everything that follows.
Shawn holds a B.S. in Finance from California State University, Northridge, and carries FINRA Series 6, 7, 63, and 66 securities licenses, as well as the Accredited Investment Fiduciary (AIF®) designation.
Outside of the office, Shawn is a guitarist who has had music woven into his life since childhood. He is also a youth baseball and football coach and is active in his church. Most of all, he is someone who shows up fully for the people around him, whether that is his family, his players, or his clients.
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