Sean developed and uses a four-step wealth management process to help his clients reach their goals. His comprehensive programs usually involve estate, retirement, and investment planning. Risk management and tax efficiency are major factors throughout his process. He acts as lead advisor for a select number of clients within the Pareto Wealth Management team at McDonald Partners. He is licensed in a dozen states to best serve these client families with their advisory and brokerage needs.
Sean lives in the city of Medina with his wife Kelly and their three children where he is active in his community in roles including coach, board member, volunteer, and public speaker for various community and charity organizations. His other interests include motorcycling, fitness, and personal development.
He attended Cuyahoga Community College, has a BA from Walsh University, an MBA in International Business from Baldwin Wallace University, and is a Certified Financial Planner (CFP®). He believes in the Golden Rule and uses it along with his education, experience, and expertise to help clients develop, implement, and execute their own personalized plan.