Shaun has been part of the High Note Wealth team for over 10 years. As the Director of Financial Planning, he is responsible for overseeing and implementing the financial planning process for High Note Wealth. He works closely with clients to provide a holistic financial planning experience and serves as our in-house expert on financial planning needs. Shaun holds Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC) designations. He earned his Bachelor of Science degree in business management and marketing from Northern State University in Aberdeen, South Dakota. He spends his free time playing drums in the punk band, Upright Forms