
Financial Advisors/Financial Services
About Sean
As your Edward Jones financial advisor, my goal is to prioritize listening to your individual needs, understanding that life can present many uncertainties. I am available to provide your family with the support needed to maneuver through the big milestones as well as through the hard times.
We all have different goals, dreams and ambitions. The good news is you don't have to figure out how to attain these on your own.
I can help you understand what is possible and, more importantly, always provide assistance along the way. My intent is to build a trusting, long-term relationship with you, while providing clarity on the financial options available to you.
My professional experience prior to coming to Edward Jones included providing commercial lending at a large bank, primarily focused on apartment financing. This background has taught me to fully understand how economic shifts affect everyone's finances. I believe everyone deserves to have the support of a financial advisor to navigate these waters.
I am a lifelong Bay Area resident and have lived in the East Bay for over 40 years. I met my wonderful wife while we were attending U.C. Santa Cruz and have two amazing children. We have three generations of fiddle players in our family – my son, wife and father-in-law all enjoy getting together to play traditional American fiddle tunes. While I occasionally join them on the guitar, you will more often find me on the golf course or playing pickle ball at the local community center courts.