Shaun  Cox

Client Manager

Client Manager

  • 6685 Beta Drive
    Cleveland, OH 44143

About Shaun

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.

Community Involvement

  • Akron Zips Recruiting for Future Leaders
  • i9 Sports Volunteer
Subject Matter Expertise

Investment Due Diligence
Relationship Management
ERISA Compliance

Education and Certifications

The University of Akron
Fi360 Accredited Investment Fiduciary (AIF®)
Ohio Life & Health Insurance License
IFEBP 401(k) Certification