Managing Director, Partner
Sean serves as a Wealth Manager for Creative Planning. Utilizing a disciplined approach, Sean works with clients to develop a cohesive strategy to meet their most complex goals and needs. This comprehensive approach covers wealth management issues in the areas of investment management, retirement planning, estate planning, business succession planning, insurance, tax, and charitable planning. His approach focuses first on a thorough understanding of your circumstances in order to provide you with a truly customized plan to achieve your goals.
Prior to joining Creative Planning, Sean worked at a major national financial services company for over 14 years. In his most recent Vice President role, he was responsible for building the financial planning process used throughout the Texas and Oklahoma branch network. Sean also had vast experience serving as the Vice President Branch Office Manager in Seattle and Houston. He also enjoyed serving as Field Training Director where he coached, taught, and developed the very best associates. Additionally, in his Financial Representative role, he dealt primarily with clients where he was responsible for overseeing client assets and providing financial planning to them.
During his tenure at his former firm, Sean was the recipient of multiple awards including four President's Circle Awards for Sales Excellence and the prestigious Leadership and Branch Manager of the Year Award due to his efforts in helping create the financial planning process for both his clients and associates that worked for him.
Sean graduated from Houston Baptist University with a Bachelor of Arts degree in Business and Finance.
Sean has three wonderful children. He enjoys outdoor activities including mountain biking, cycling, running, working out and playing sports with the family. Sean lives in Houston, TX.
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