Sean works with business owners, high-net-worth individuals, those in retirement, helping clients navigate comprehensive financial planning, investment management, retirement income strategies.

He takes a client-centered and comprehensive approach to planning, focused on helping clients stay aligned with their long-term financial objectives.

Sean earned a B.S. in Finance from the University of Louisiana at Lafayette. His educational background supports a thoughtful and comprehensive approach to helping clients navigate important financial decisions.

Outside of work, Sean enjoys spending time with his family, hiking, backpacking, and staying connected to the outdoors.

Serving clients in and around Lafayette, LA.