Advisor Profile

Sean is a Senior Director of Wealth Management at Choreo, where he blends empathy with data to guide clients through their personal financial journeys. His diverse background gives him a distinct perspective on how to meet clients where they are, tailoring strategies to their unique needs and goals. Sean's approach starts with listening, asking his clients, "What would you like your wealth to do for you?" He then works with them to create a long-term plan that supports their financial objectives and aspirations.

Before transitioning to financial planning, Sean was a professional fly-fishing guide, leading both novices and experts on global expeditions. In his role as a guide, he honed the art of listening and adapting his approach to suit everyone - a skill that now serves him well as he helps clients achieve balance and fulfillment in their financial lives. Sean's love of helping people and keen interest in the markets make him particularly adept at navigating complex financial landscapes.

A native of Sonoma County, Sean has spent his entire financial career in the Bay area. He lives in Windsor, California, with his wife and three children. Since 2016, Sean has served as a Windsor Parks and Recreation Commissioner and is also actively involved in local non-profits, particularly those focused on environmental causes. Prior to joining Choreo, he was a Senior Financial Advisor with Enso Wealth Management and also had roles at Morgan Stanley and Merrill Lynch Wealth Management.

EDUCATION

• Bachelor of Arts, Sonoma State University