Sean began his career with American Express Financial Advisors in Worcester, MA, before moving to Fidelity Investment’s High Net Worth Retirement Investment Services Team. He later established his independent practice, where he focused on creating financial plans and investment portfolios for families and small businesses.

Sean has managed various qualified retirement plans, including 401(k)s, SIMPLE IRAs, SEPs, and 403(b)s. He has also assisted clients with advanced tax strategies and alternative investments, collaborating closely with attorneys on estate planning and insurance needs. Adopting a client-centric and goal-oriented approach to portfolio management, Sean believes that communication is essential for a successful client-advisor relationship.

He and his wife, Olga, opened and operated a family coffee shop and playground in Leominster, MA. Recently, Sean served as a retirement plan advisor for the Massachusetts State 457 SMART Plan, helping state and town employees manage their assets and plan for retirement.

Originally from Minnesota, Sean now resides in Rutland, MA, with his wife, in-laws, three children, and their dog, Milo. He actively coaches soccer, runs a community youth group, and enjoys outdoor activities whenever possible