Shawn has been serving clients through Steward Partners (formerly Umpqua Investments) since 2006. With more than 25 years of industry experience and over four decades of successful business ownership, he brings a steady, real-world perspective to every relationship. He holds his Series 7 and 66 ...more

Shawn has been serving clients through Steward Partners (formerly Umpqua Investments) since 2006. With more than 25 years of industry experience and over four decades of successful business ownership, he brings a steady, real-world perspective to every relationship. He holds his Series 7 and 66 registrations, along with his insurance licenses. Shawn believes strong financial guidance begins with connection. He spends time getting to know each client’s story, values, and long-term goals so they can move forward with clarity and confidence. Frequent communication, thoughtful planning, and consistent portfolio reviews are at the heart of his approach. Whether he’s helping clients navigate investments, financing decisions, estate planning strategies, or insurance strategies, Shawn uses the broad resources of Steward Partners to find solutions that support each family’s growth, income, liquidity, and legacy goals. Outside the office, Shawn is all about family and community. He and his wife have been married for over 43 years and love spending time with their four children and seven grandchildren. Music is a huge part of their lives. They are passionate about supporting local artists whenever they can. They enjoy going to local outdoor concerts in the summer. Shawn also served on the Oregon Make-A-Wish Board of Directors from 2008 to 2011. Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence. Securities are offered through Steward Partners Investment Solutions, LLC (“SPIS”), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.less