Shawn graduated from Rochester Institute of Technology (RIT) with a Bachelors Degree in 2000. He has extensive experience working with public school and non-profit employees. Shawn is proficient in N.Y. State Pension issues, 403(b) and 457 deferred compensation plans. Shawn believes that all good plans are the result of creating a close relationship with the client, their families, and other professionals. He seeks to understand before he seeks to be understood. The financial plans Shawn creates are a result of listening to his clients’ concerns and goals, and helping to educate them on how to best protect and provide for their families. Shawn grew up in New Hampshire and has lived in Rochester for almost twenty years. He lives in West Henrietta with his wife and daughter. He enjoys cooking, food and wine as well as sports, reading and music.