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.”