Sean M McCullough

As a financial advisor and having attained the CERTIFIED FINANCIAL PLANNER™ professional certification, I am honored to be able to serve families and small business owners throughout the country, specifically within the Minneapolis metro area. I am also a Major in the United States Marine Corps Reserve and spent 10 years as an active-duty Marine Corps officer prior to working at Edward Jones.

Many people who seek us out want to be financially organized. They want to feel understood, informed and in control. By understanding what's most important to you and utilizing our established processes, we can create personalized strategies to help you achieve your goals. I'll partner with you and your family throughout your life, regularly revisiting your goals and feelings toward risk. Life is dynamic and your strategies need to be as well.

Who We Serve:
Over the years, our best client partnerships share these common characteristics. If you identify with some of the characteristics below, we might be a good fit to serve you:
- Nearing the Next Chapter: You are 10 years or less from "retirement" or already "retired".
- Intentional Savers: You have worked hard to have significant savings and investments, and are looking for help with more complex financial scenarios. Typically, this means you would have an investment portfolio of more than $500,000.
- Kind, Genuine People: You are looking for a partnership with good people who will take care of you and your family, not just give you a business transaction.
- Trusted Financial Partnership: You are not interested in being a DIY investor with a little help now and then... You want an active, trusted partnership with your advisor. Our clients lead busy, successful and fulfilling lives, knowing their financial strategies and retirement goals are in trusted and capable hands.

On a personal note, I am blessed with a wonderful family. While I love being a financial advisor and Marine Corps officer, my greatest accomplishments are becoming a husband and a father. I’m married to my college sweetheart and better half, Bethany, and together we have two young children. Most of my free time is spent with them, playing soccer, exploring the outdoors and serving at our local church.

We are looking forward to meeting you!