Shawn builds and manages tax-efficient equity and fixed income portfolios for Palisade clients. Before implementing a portfolio strategy, Shawn listens to the specific income, growth, and cashflow needs of each client to create a customized portfolio. Shawn also leads and supports client relationships by helping individuals and families analyze and simplify their financial situations. Prior to joining Palisade, Shawn was a Director of Investment Management at UnitedHealth Group where he helped develop and implement investment strategies for equity and fixed income portfolios. He was also a member of the investment subcommittee for the company’s 401(k) and retirement plans. Earlier in his