Senior Client Manager, Investment Specialist
Shaun has worked in the financial services industry for the past 7 years specializing in retirement plan investments and administrative support. Shaun is responsible for the management and implementation of client strategies and initiatives. Shaun has been recognized nationally for his dedication to client support. Shaun takes a methodical and disciplined approach to servicing clients, leaning on his 6 years of military experience in the U.S. Army as a guide to his everyday work ethic. Shaun lives in Hudson, OH with his two sons, Jackson and Beau.
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