Sean received a B.A. in International Relations from Tufts University before working for Hoschield Enterprises, a silver mining group headquartered in Lima, Peru. He returned to the U.S. to take the position of Senior Vice President of Marketing and Sales for Chase Global Data & Research, a financial software company based in Concord, MA. He co-wrote the script for the movie Shallow Hal, starring Gwyneth Paltrow and Jack Black, with Peter and Bobby Farrelly. He also co-directed a documentary about Gordon Gund, the blind venture capitalist who founded the Foundation Fighting Blindness. Sean serves as a national trustee for that Foundation.
Sean works to help clients by providing comprehensive financial, retirement, investment, business owner, and legacy planning services using prudent strategies and compassionate and holistic planning. Along with his team, he will work with you to discover and address your needs and goals. More importantly, as a fiduciary, he is product agnostic and can be objective and provide you with a clear perspective to help you move forward with confidence.