Since joining the JFS team in 2016, Sean has worked closely with entrepreneurs and business owners to tackle new financial challenges and develop, implement, and monitor effective solutions. In his role as Wealth Advisor, and as part of the Business Growth and Transitions team, Sean’s main focus areas include wealth management, business value assessment, and business growth and transition consulting. His ability to put together each piece of the financial puzzle allows him and his clients to see the big picture and lay out a path for achieving their financial goals.
Before joining JFS, Sean attended Westminster College, earning a Bachelor of Science in Accounting and Business Administration. He secured the Ron Bergey Award for Top Accounting Student at Westminster in 2015 and graduated Summa Cum Laude in 2016.
Sean holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and is both passionate and adept at guiding clients of various financial backgrounds through each phase of wealth accumulation. His other credentials include the CERTIFIED PUBLIC ACCOUNTANT (CPA) certification, the Personal Financial Specialist (PFS) designation through the American Institute of Certified Public Accountants (AICPA), and the Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute. Sean uses his impressive understanding of the complexity of businesses to help business owners grasp the current and potential future value of their companies, prioritize action items to grow and manage that value, and determine which transition options best align with their business, personal, and financial goals. Sean emphasizes the importance of building life-long relationships with his clients and assisting through the ever-changing seasons of life.
In his free time, Sean enjoys spending time with his wife and family, being outdoors, and doing anything that gets him up and moving around. He currently resides in Pittsburgh, PA, where he is President of the Pittsburgh Exit Planning Institute chapter. Sean also volunteers as a speaker and CPA liaison for Westminster College students.
