Shawn is a licensed financial planner, and founder of Strategic Wealth Inc, currently serving clients across 21 states from beautiful Lake of the Ozarks, MO. He has 21 years of financial services experience, including bank management, insurance, investments & financial planning. Shawn primarily works with individuals who are looking to accelerate the growth of their wealth and mitigate risk while having an advisor at the helm coordinating their planning alongside their other trusted advisors, CPAs & attorneys. He believes we are in the “service” business, that communication is the key to great relationships, and that we always should seek to promise low, and deliver high.
Shawn, his wife Erin of 25 years, and their four daughters have lived at Lake of the Ozarks for the past 14 years, where he currently serves on the Morgan County R2 School Board, Habitat for Humanity of Morgan County Board, Morgan County Health Center Board, Woodbury Presidents Advisory Council, Woodbury Community Service Award Committee Chair, and teaches Financial Peace University. When Shawn isn't working, he enjoys doing anything outdoors, especially with his girls and their labradoodle, Clarke!