Sean began his career in the summer of 2017, shortly after graduating from the University of Illinois at Urbana-Champaign. Driven by a passion for finance and investment, Sean dedicated that initial period to obtaining key industry certifications, including his insurance licenses and Series 7 and 66. Sean’s professional journey has largely been shaped by his tenure at JPMorgan Chase, where he honed his skills over several years. During his time there, he focused extensively on private banking, dedicating the last four years of his career to providing bespoke financial solutions and strategic advice to high-net-worth clients. Sean is committed to leveraging his extensive experience and knowledge to continue delivering exceptional financial services and helping clients achieve their financial goals while giving them peace of mind. Outside of work, Sean values spending quality time with friends and family. He tries to stay active by indulging in a variety of sports, including basketball, golf, tennis, and bowling—although he might not be a pro, he enjoys the challenge and camaraderie.
