I was fortunate to grow up in an entrepreneurially minded household. From a young age, I have had a passion for the stock market, problem solving and serving others. I began my career in financial services upon graduation from the Carl H. Lindner College of Business at the University of Cincinnati with a degree in economics. My career began at Merrill Lynch and Northwestern Mutual, where I gained both industry knowledge and experience. I joined Edward Jones as a financial advisor in the spring of 2017 to serve the community I call home.
My partner in the office is Connie Conarroe. She has been working in the insurance and financial industry for over 15 years. Connie and I are dedicated to developing on-going relationships with goal-orientated clients to create, manage and transfer wealth for the benefit of their family. Our nearly 25 years of combined industry experience gives us a unique ability to help clients through the highs and lows that life throws your way.
I create personalized investment strategies based on your financial objectives and to help prepare you for life's unexpected events. Whether you are a young family saving for your children's college, a successful business owner, planning for retirement or a fiduciary on a company plan, we have the experience to meet difference needs through a clients life. I can partner with your CPAs and estate planning attorneys to make sure our planning is thorough and efficient.
Along with my economics degree, I hold my series 7 and Series 66 securities registrations along with my health and life insurance license. I have extensive knowledge in not only investments, but also insurance strategies.
My wife, Zenas, and I both grew up in Centerville and love being a part of the tight knit community. We are blessed with two incredible daughters, Adrianna and Annika. Together we enjoy seeing the world, playing golf and experiencing all this life has to offer with friends and family.
- Insurance & Annuities
- Retirement Savings Strategies
- Business Retirement Plans
- Divorce Finances
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
Office Address70 Birch Alley Suite 242
Beavercreek, OH 45440
Phone NumberSean C Pierce at (937) 429-6883
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