Bio: Hi there! I’m Sean, the compliance officer at a financial firm and an eternal student. I am passionate about camping, technology, and helping people.
Bio: Began in the financial advisory business in 2007, branched off on my own in 2018. Looking forward to continued learning and connecting with you all.
Bio: Born in England, raised in Florida. 8 years in the financial/insurance industry. Agency Operations Manager for over 200 agents, and still producing.
Bio: I am a Chartered Financial Consultant with 40+ years of experience. I provide financial, estate, and retirement income planning and implementation.