Sean has been in the financial industry for nearly 20 years. He began his career in a small Portland stock brokerage, advancing to the role of financial advisor in 2000 within a larger wire house. He has experience servicing clients at large wire houses, regional firms and banks. With the perspective gained from these many years of experience, Sean joined Cascadia Wealth Management where he would have more resources to custom tailor solutions to fit his client’s individual goals and needs.
Sean focuses on the needs of his clients through a comprehensive review of their finances and lifestyle goals. After meeting with clients and building investment portfolios, Sean enjoys getting to know his clients on a more personal level building long lasting relationships. The relationships Sean has with his clients are very important to him.
Sean is an Investment Advisor Representative and Registered Representative with Cetera Advisors LLC, member FINRA, SIPC. Cascadia Wealth Management is not associated with Cetera Advisors LLC.