My Background

Sean has been serving clients as a financial professional since 2010 and has been blessed to work with a wide range of unique clients. Previous to joining the insurance and financial industry he received his B.A. in Economics from Lewis & Clark college where he also finished his collegiate athletic career.
 
Sean and his wife Diana live in Marysville CA with their German Shepard, Roxy. Diana teaches in the Marysille school district. Education is important to both Sean and Diana as way of improving and enriching the lives of others.
 
Sean loves the out doors and on weekends can be found camping, mountain biking or boating. He is an active member of the Yuba city Rotary Club, member of the Estate Planning Professionals Yuba-Sutter board and has been the recipient of multiple speaking awards from Toastmasters.

Calculators

  • Tax Deferral

    Taxable vs. tax-advantaged savings?

  • Student Loans

    Will I be able to pay back my student loans?

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

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Market Watch

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Dow Jones Industrials 27,025.88 +0.09%

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