After dedicating a decade to active military service, including a combat tour in Afghanistan, Shawn transitioned to the financial sector in 2007. His entrance into financial planning and investment coincided with the onset of the “Great Recession.” This timing exposed him to the volatile nature of the stock market, teaching him its potential to be ruthlessly unforgiving and immensely rewarding for those who stay the course. Throughout this turbulent period, the bond between Shawn and his clients deepened as he navigated them through some of the most challenging market conditions in recent history. This experience ingrained in him invaluable lessons about life, trust, perseverance, and the essentialness of clients having authentic and actionable financial plans.
As a Partner and the Director of CPAlliance® at CPS Investment Advisors, Shawn’s professional pursuits mirror his passions. He plays an instrumental role in expanding the CPAlliance® program, guiding CPAs as they become CPS Financial Planners and teaching them how to help their clients achieve and protect their financial independence.
Shawn’s knack for simplifying intricate issues, combined with his vast professional background, positions him as an ideal coach, mentor, and trainer for CPAlliance® members. Additionally, his expertise is invaluable in advising clients on strategies to reach their financial goals.
Outside of his professional commitments guiding CPAs and clients, Shawn cherishes moments with his family: his wife Amy, son Ethan, and daughters Isabella and Emma. A fitness enthusiast at heart, Shawn relishes outdoor activities. Additionally, he channels his creativity through writing music in his leisure time.
Shawn earned a Bachelor’s Degree in Business Administration and an MBA from Saint Leo University. He also earned a Master of Science in Accounting from Purdue University and a Certificate in Financial Planning from Florida State University. He became a CERTIFIED FINANCIAL PLANNER™ professional in 2011 and a Florida Licensed Certified Public Accountant and Personal Financial Planning Specialist in 2023.
