Owner | Director, Wealth Management

Shawn pushes to achieve a high standard in any pursuit he feels is meaningful - and he finds immense joy in being able to bring that energy to his clients' financial goals far and wide.  

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Having invaluable examples and mentors for successful wealth building in his life have engrained a mindset of an obligation to serve others in attaining their own success in becoming better financial actors.  He believes that the comfort we are able to provide clients in building their financial futures not only improves their monetary capital, but also frees their personal and spiritual capital to become better contributors in their own homes, communities, and workplaces.  

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Shawn has worked in financial services since 2013, and prior to joining Vista Way spent much of that time in an Advisor Consultant role at Columbia Threadneedle Investments helping other financial advisors manage investments for their clients.  He began building his own practice in 2019, and serves clients in dozens of states from Hawaii to Massachusetts.  His deep passion for history, often inextricably linked to economics, makes him excited to wake up every day to learn, work, and guide clients through all phases of money management.

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Shawn lives in Cambridge, MA and often visits his native state of VT to enjoy the outdoors.  In the Spring & Summer he can regularly be found on the golf course or coaching lacrosse, and in the winter months enjoys getting back to his inner musician, staying warm on the guitar or piano.

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