Financial Planning Associate
Every financial plan starts by developing a deep understanding of a client’s goals and objectives, and as a Financial Planning Associate, Shaun enjoys building personal connections with clients in order to have a positive impact on their lives. Shaun truly believes in the process of gathering information and creating a strategic financial plan, all the while knowing that he is helping our clients and their families attain financial stability and peace of mind.
Shaun is a CERTIFIED FINANCIAL PLANNER™ and has over four years of experience working in the wealth management industry before joining the Centinel team. Prior to that, he attended the Rivers School in Weston, MA and graduated from Bentley University in the class of 2018.
A resident of Cambridge, MA, Shaun enjoys spending time with friends and family, playing basketball, golfing, watching movies, and trying local breweries.