Shawn began working in the financial industry in 2014 with New York Life. After spending his first five years there, he decided he wanted to venture out to the non-captive side of the business so that he might be able to offer a larger variety of solutions to his clients.
Shawn is very passionate about helping individuals and business owners find savings solutions for the obstacles they face both in their business and at home. He strives to find ways to help his clients make a big impact in tax advantageous ways while still affording the ability to enjoy life today.
Shawn is very involved in the community and is a member and Past Master of Star In The East Lodge, AF & AM in New Bedford Massachusetts. He is also a member of the South Coast Chamber of Commerce since 2022. Additionally, Shawn has experience with non-profits as he was a member of the Board of Trustees for Reel Serious for two years.
