About Sean
Sean works closely with clients to ensure portfolio allocations match their objectives and customizes financial plans to meet their short- and long-term goals.
Outside of the office, Sean is a member of the Greater Boca Raton Estate Planning Council. He currently lives in Delray Beach and enjoys spending time with his wife and three children.
Education and Professional Milestones
-University of Notre Dame - bachelor of business administration in finance
-Joined Focus Partners Wealth in 2019 through the firm’s merger with Steinberg Global Asset Management
-Began his career in Chicago at Accenture; later became a performance analyst at investment consulting firms in Chicago and Los Angeles