Shawn Pomeroy
Vice President, Professional Plan Consultant™, CPFA®
Shawn joined iWealth in 2012 as Vice President with a focus on project management and process improvement. Today, Shawn’s primary focus is on advising clients and retirement plan participants and helping them determine and navigate toward achieving their financial goals. Shawn also works closely with small business owners to design and manage their 401k plans. Shawn holds a Professional Plan Consultant designation and enjoys being a fiduciary as he works with individual clients and retirement plan participants with financial planning and goal based savings plans.
Prior to joining iWealth, Shawn has worked both in the financial industry as a registered representative and in the manufacturing sector with extensive experience in building client focused teams in Human Resources, Operations, Manufacturing and Quality Assurance.
Shawn resides in Waseca with his wife Tracy where they have raised two sons. In his spare time, Shawn enjoys volunteering in groups that protect and aid the residents of Waseca County through being active in the SkyWarn and the Waseca County Community Emergency Response Team (CERT) programs, instructing several different Red Cross first aid courses and remains an active leader in the Scouting program as the Scoutmaster for Waseca’s Troop 85.
