Alumni of Hasting College
Loves live music
Part of the Masons & Shriners
Will video conference with clients to make it easier
Shawn joined Trilogy Financial in May 2018, after a successful career managing sales operations for more than ten years in the state of Nebraska. As a salesman, Shawn believed in first learning his clients’ needs by asking the right questions and then providing the right solution to meet those needs. In 2016, Shawn moved to Colorado to start a new career in the insurance industry. After more than a year, Shawn realized his clients needed more than insurance. As a Wealth Advisor for Trilogy Financial, Shawn is a member of a Wealth Advisor Group and is able to provide his clients estate, financial and tax planning as well as insurance to help them make better financial decisions over time.
Wealth Advisor Group (“WAG”) are integrated teams of Trilogy Financial Advisors that work together to provide their clients with comprehensive financial planning. Shawn’s team brings more than 25 years of financial planning and assist Shawn in the development and implementation of diverse financial plans. He is effectively supported by leadership and administrative team who help him provide excellent customer service while building long-term relationships with a growing client base.
With strong listening skills, attention to detail and great empathy for his clients’ personal situations, Shawn is able to effectively craft financial plans that help his clients pursue their financial goals.
“My goal is to work with my clients to help them build wealth and maximize potential return on investments while minimizing tax consequences. The goal is to be prepared for financial needs all through life, while creating the ability to retire when and how they want, with the lifestyle they expect.”
FIRE (Financial Independence, Retire Early) is trending as a new financial lifestyle. FIRE promotes extreme savings in your 20s, 30s and 40s, with the goal of being able to live off passive income from the accumulated nest egg much earlier than typical retirement age.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
Retirement is the final chapter to solidify your life’s success. How that looks, though, is entirely up to you.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.