With over 29 years of industry experience, Sean has earned the titles Senior Vice President, Private Wealth Advisor, and Senior Portfolio Manager at the Pacific Wealth Group. Employing a consultative approach, he works with a select group of high net worth individuals and families addressing major concerns such as wealth preservation, tax management, legacy planning, asset protection, and philanthropy. Additionally, he has assisted a number of closely held business owners successfully navigate the complex issues surrounding the marketing and sale of their businesses.
Sean holds two designations, the Certified Exit Planning Advisor (CEPA®) designation and the Certified Investment Management Analyst (CIMA®) designation. He is a member of the Investments & Wealth Institute and has helped the team achieve a top ten ranking for Oregon Advisors from the Oregon Business Magazine. He is listed in the Portland Business Journal as one of Portland’s top Wealth Advisors. Sean is widely recognized as one of the leading Private Wealth Advisors in the Oregon Market.
Sean and his wife Leslie, celebrating 27 years together, have two children. Sean is a strong believer in giving back to the community he lives in, is actively involved with several local charities, and currently sits on the board of Bridges Middle School as the acting Treasurer, in addition to being the President of the Board of Directors for Elevate Oregon.