Shawn founded Strategic Wealth Alliance Group in 2016 with a lion-hearted vision to break free from the shackles of conventional financial planning and ignite a movement that empowers people to stay free. With insurance and annuity licensure and nearly two decades in the industry since 2006— spanning across work as an independent agent, as well as leadership roles within financial institutions— Shawn brings unshakeable conviction and direct communication to every client interaction.
He doesn’t just guide retirement planning; he redefines it, aligning wealth with purpose through the Lion-Hearted Process™ to help clients live boldly on their terms.
Rejecting the industry’s cookie-cutter financial planning templates, Shawn’s unconventional approach challenges limiting beliefs, turning complex decisions into clear, empowering paths towards success. His passion for human value drives him to see clients not as accounts, but as partners in a transformative journey. Living in Pennsylvania with his wife, Carol, and their two children, Jaidon and Savannah. Shawn pours his heart into building a legacy of impact, both for his family and the clients he serves. At Strategic Wealth, he’s not just leading a firm— he’s sparking a revolution that redefines what wealth management means within this industry.
