Meet Sean
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’s Elite IRA Advisor Group is a group of financial professionals who pay a fee to attend a seminar that explores regulations, tax updates, and other issues regarding individual retirement accounts. It does not qualify a financial professional to provide investment recommendations, or advice. Ed Slott and Ed Slott’s Master Elite IRA Advisory Group SM are not affiliated with CWM, LLC.