As a Wealth Advisor at Centric, Shaun provides investment advisory and financial life management services to his clients – the fiduciary way. Fiduciaries must provide advice that they believe is in the client’s best interest. This is where Shaun’s wisdom and experience are valuable to his many clients.
Prior to joining the team, Shaun worked as a Life Insurance professional for a major firm--his focus was on holistic planning and educating people to use and set up properly. For Business Owners, he is focused on Keyman insurance and business retirement strategies to protect the principal owners. He educates families on having adequate protection in case of a premature death by having the correct amount of life insurance, using the life insurance contract to replace income when needed, and implementing a generational wealth transfer strategy.
Helping people from various economic and social backgrounds as it pertains to their finances is his passion. Shaun fell in love with the service work of helping families navigate the complex world of retirement planning, life insurance, college planning, and long-term care.
At age 34, Shaun returned to college. He attended Harvard University while balancing a full-time work and school schedule. After six years of dedicated hard work, Shaun received his BA in Liberal Arts from the Extension School at Harvard in 2004. Shaun recalls the sense of pride he had whenever he walked on the campus of Harvard University. The professors and courses were extremely hard and challenging but he enjoyed the intellectual stretch that came with the journey. Shaun uses his experience and education to help business owners, pre-retirees, retirees, and families with special needs children in some of their most vulnerable times.
Getting To Know Shaun
My Favorite Quote
Success is to be measured
not so much by the position that
one has reached in life
as by the obstacles which
he has overcome.
~Booker T. Washington
My Favorite Movie
Fist of Fury
~ Bruce Lee
What Attracted me to Centric
Being able to have the freedom to always do what's right for the client first. I love working with really smart, committed people.
My Favorite Food
I love Seafood!
My hidden talent
I am a DJ and love all kinds of music. I have been doing this for 30 years. I was once On Air Radio talent for a show called the Quiet Storm in MIami, Florida.