Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Shawn has been a Financial Advisor for eighteen years, working extensively with the direct asset management, succession planning and comprehensive wealth management for his family of clients. In his nearly twenty-year career as a Financial Advisor, Shawn has taken the approach that a client’s financial confidence is directly correlated to the level of understanding of their own financial wealth and financial life cycles. Shawn is committed in guiding clients through those complex and critical decisions necessary to help achieve financial success by ensuring clients truly understand their financial situation and the roadmap that will allow them to navigate and achieve their financial goals.
Shawn founded a successful wealth management firm, and for fifteen years managed the strategic direction and vision of the firm along with his clients’ financial well-being. Shawn brings that same commitment and dedication to Merrill Lynch Wealth Management, always diligent to building lasting and powerful relationships, centered on the success of his clients.
Shawn is a Wyoming native and lives in Boulder. He enjoys mountain biking and skiing. In the summer, you will usually find him along a river fly fishing.
University of Wyoming
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Bank of America, N.A.
Wealth Management Banking Specialist
Senior Wealth Management Lending Officer
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
I believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. I want to work with you to develop your wealth management approach for the future.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.