My Background

help clients make a real difference

My Journey

I come to work every day with one goal: to help ease the financial stress in my clients’ lives. With over nine years of experience as a financial services professional, my passion for business and personal finance runs deep, and it started long before my current role.

While earning my undergraduate degree in Economics from The Ohio State University, I launched my own ice cream business, creating small-batch flavors using real ingredients. From sourcing the perfect fig for our roasted fig flavor to selecting the best beans for our java chip, and even obsessing over the nuances of a truly great vanilla bean, nothing was too small to perfect. That experience taught me what it takes to build something from the ground up, both personally and financially.

After completing my master’s degree at American Military University, I took on the challenge of revitalizing a struggling automotive service center. In just three months, I turned it into one of the top-performing locations in the district, applying financial strategies that made a measurable impact. These early career experiences sharpened the practical and strategic skills I rely on today in the financial services industry.

Since joining New York Life in 2016, I’ve earned several distinctions, including qualification for the company’s Council* program every year since 2017, an honor that recognizes high-performing agents. I was also invited to the 2017 Career Summit, designed to support agents who reach key production milestones. I'm proud to be a member of the Million Dollar Round Table, The Premier Association of Financial Professionals®, (2025) a global recognition for the highest standards of ethics, service, and productivity in the life insurance and financial services world.

*Awarded by New York Life Insurance Company for outstanding sales achievements. Council is an annual company recognition program based on agent production from July 1- June 30.

Shawn with clients

My Commitment to You

What I love most about my work is that every client and every day is different. My role isn’t just about dollars and cents; it’s about understanding your goals, your worries, and your vision for the future. Whether we’re setting up a retirement plan, building a budget, or preparing for life’s uncertainties, my mission is the same: to help you move forward with clarity and confidence.

I’m deeply committed to creating strategies that grow and evolve with you. That means prioritizing the fundamentals, such as emergency funds and strong budgets, while also preparing for the long term. I want every client to feel empowered and supported, knowing someone is in their corner with both the expertise and empathy to guide them through every stage of life.

Outside of work, I’m a photography enthusiast and an active member of a local car club. I also enjoy giving back to the community through a variety of volunteer efforts.

Let’s connect and find the answers together.