In 1996, Sean graduated from Missouri State University with a Bachelor’s Degree in Finance. He then worked for several mortgage and automotive lenders and as an agent with Mass Mutual Life Insurance. After joining Moneta, Sean earned his CERTIFIED FINANCIAL PLANNER™ designation in order to deepen his technical knowledge.
Family time is valuable to Sean. He and his wife have two sons. Their oldest graduated from Knox College in December 2017 and the other is currently studying at the Kansas City Art Institute to become a sculptor.
Sean enjoys studying woodturning and is a member of the Woodturners of St. Louis Club. He is an avid sports fan and enjoys projects in his nearly 100-year-old South St. Louis home.
- CERTIFIED FINANCIAL PLANNER™
QUESTIONS YOU SHOULD ASK YOUR ADVISOR TEAM
What is your client-to-advisor ratio?
WHO OWNS THE FIRM YOUR ADVISOR WORKS FOR AND WHAT IS THEIR 10-YEAR Plan?
WHAT HAPPENS WHEN YOUR ADVISOR RETIRES?
WE ARE YOUR FAMILY CFO
We know what it’s like to guide families through the birth of new children, the death of loved ones and the many joys and trials that come in between. Whether you want to send your kids to their dream school or retire early, your Family CFO is here to guide you. Whether you want to sell your business or sponsor the best retirement plan for your employees, your Family CFO is here to guide you. We are your advocate.