Founder, ERISA Director
With almost two decades of ERISA plan management, fiduciary process, and legislative advocacy, Shawn is responsible for overseeing the firm’s strategic direction, client services, and growth. He has considerable experience with ERISA plan mergers & acquisitions, public and private companies from enterprise to small family businesses in all industries.
Shawn studied Psychology at Southern Illinois University, has obtained his series 6, 63, and 65 licenses, holds a Certified Plan Fiduciary Advisor (CPFA®) designation through the American Society of Pension Professionals & Actuaries (ASPPA), and Accredited Investment Fiduciary (AIF®) certification. He is a member of the National Association of Plan Advisors (NAPA) and serves on their Governmental Affairs Committee. Shawn is a founding ambassador for TGen (Translational Genomics Research Institute), a member of PCH50 (Phoenix Children’s Hospital Foundation), and the Phoenix Business Journals’ Leadership Trust.