Shawn graduated from Rochester Institute of Technology (RIT) with a
Bachelors Degree in 2000. He has extensive experience working with public
school and non-profit employees. Shawn is proficient in N.Y. State Pension
issues, 403(b) and 457 deferred compensation plans.
Shawn believes that all good plans are the result of creating a close
relationship with the client, their families, and other professionals. He
seeks to understand before he seeks to be understood. The financial plans
Shawn creates are a result of listening to his clients’ concerns and goals,
and helping to educate them on how to best protect and provide for their
Shawn grew up in New Hampshire and has lived in Rochester for almost twenty years. He lives in West Henrietta with his wife and daughter. He enjoys cooking, food and wine as well as sports, reading and music.
Shawn can be reached at (585)568-6920.