Vice President of Wealth Management, Wealth Advisor
Sean brings a wealth of knowledge and experience to Chessman Wealth Strategies. He started his career in financial services with UBS. He then worked for a leading financial planning firm before moving to 1st Global as an insurance planning specialist.
Sean is a member of Ed Slott’s Elite IRA Advisor Group℠, an exclusive organization of financial advisors who are dedicated to being leaders in the IRA industry. As an Ed Slott Elite IRA Advisor, Sean proves to be an advisor with the specialized knowledge to navigate an increasingly more complicated tax environment.
Sean is also a Certified Kingdom Advisor Member.
Outside of Chessman Wealth Strategies Sean enjoys spending time with his wife Cherie and their two daughters and son.
Membership in Ed Slott’s Elite IRA Advisory Group℠ is not a guarantee of future investment success, and should not be construed as an endorsement of the advisor by any client. Ed Slott and Ed Slott’s Elite IRA Advisory Group℠ is not affiliated with CWM, LLC.
Getting to Know Sean
- Favorite food: Hamburger Stroganoff
- If you could meet anyone, past or present, it would be: Jesus
- Favorite TV show: Whose Line is it Anyway
- Favorite holiday: Christmas
- Place you’d most like to visit: New Zealand