For many people, the complexities of financial decisions can seem overwhelming. With the evolving landscape of the financial industry, it takes a significant effort to understand the most efficient and effective way to manage savings and investments to prepare for the future. I became a financial advisor to help simplify the complex nature of our financial lives and give you time to do what you love.

I work with clients to organize, grow and protect their wealth. My top priority is understanding what is most important to you. I follow an established process to build a personalized strategy that helps you achieve your financial goals and partner with you to help you stay on track. I take into account any unique needs you have, like a specific tax situation or religious restrictions, and make sure your portfolio meets those parameters.

What you can expect from me:
- Advice that is specific to you
- Transparency into what you pay – I don't believe in hidden fees
- Regular review of your progress toward goals
- Understanding your comfort with risk

I'm not alone in the service I provide to you. I have the support of a full-time branch office administrator, Lisa Kampwerth, who has three decades of experience, and thousands of dedicated home office staff that work hard to ensure you receive the level of service and quality of guidance you deserve.

While I value my clients, my family is most important to me. My wife, Shokoo, and I have two boys (Sean Jr. and Solomon) that keep us on our toes. We love to spend time as a family going for hikes, experimenting in the kitchen and trying to keep up with our kids.

I attended Westminster College and received a Bachelor of Arts in business administration with a concentration in finance and have spent my entire career in financial services. Additionally, I am a CFA® charterholder.

I welcome any questions you have and look forward to the opportunity to provide you with the level of service and advice that you deserve.

Focus areas

  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Intergenerational Planning
  • Insurance & Annuities
  • Retirement Savings Strategies

My Personal Interests

  • Hiking
  • Baseball
  • Traveling
  • Golfing
  • Football

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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