Sean brings more than 6 years of experience in financial planning, insurance and wealth management to his clients as a financial planner. Sean is a CERTIFIED FINANCIAL PLANNER™ professional, and a Chartered Life Underwriter, CLU. He holds multiple securities registrations including FINRA Series 7 and 24 registrations held with LPL Financial and Series 66 held with Sequoia Wealth Management , and state Life & Health Insurance licenses. Sean is a graduate of the University of Illinois where he obtained his Bachelor of Science degree in Economics. Sean lives with his wife Catherine and dog Sox in Chicago’s Bucktown neighborhood. They enjoy traveling and going on walks with Sox. Both Sean