Shawn's primary areas of specialty include advising clients, fee-only financial planning, and implementing portfolio management strategies. In addition, he supervises the team of advisors and works closely with Michael W. Boone, CFP®, CFA to shape the company’s future. He is a 2013 through 2019 Five Star Wealth Manager as published in Seattle Magazine. By keeping focused on client’s needs and desires, Shawn designs a customized plan to work toward their goals and dreams. He especially enjoys building long-term relationships with clients based upon trust, professionalism and service. He is a CERTIFIED FINANCIAL PLANNER™ professional. Shawn maintains FINRA Series 7 with LPL Financial, holds a