Vice President / Professional Plan Consultant ™
Shawn joined iWealth in 2012 as Vice President with a focus on project management and process improvement. His role in the office is to continue to develop our systems and procedures and ensure completion of client focused projects. Simply put, his job is to make sure that every single item you expect from us is done accurately and in a timely manner.
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 holds a Series 7 General Securities Representative Registration as well as holding a Series 66 Combined Uniform State Law registration and works with individual clients and retirement plan participants with financial planning and goal based savings plans. Shawn also assists retirement plan sponsors with plan design and ongoing compliance reviews.
Shawn resides in Waseca with his wife Tracy and two sons. In his spare time, Shawn is an active leader in the Boy Scouts of America at Boy Scout Troop 85 and Cub Scout Pack 86.