Sean enjoys working with young adults to start preparing for the future. The earlier one can start, the longer they have to build net worth and create the future of their dreams.
Sean’s philosophy is that when you have a written strategy for your future it is more likely to be accomplished. That is why Sean always works with clients to have them write down their goals. Not only will writing the goals down help, but you will think about what needs to be done to accomplish those goals.
“I cannot always be thinking just about tomorrow. I need to focus on what is going to happen 10 or 40 years from now. This is true in many aspects of live, including financially,” states Sean.
Graduating from the University of Wisconsin-Whitewater, Sean holds a degree in finance. Sean resides in New Berlin, Wisconsin. In his free time, he enjoys recreational sports, skydiving, scuba diving, traveling, and hanging out with friends.
Area(s) of Focus
- Insurance Strategies