- More than 28 Years of Financial Services Experience
- Series 3, 6, 7, 22, 63 and 65 Securities Licenses
- Certified Financial Planner (CFP®)
A recognized member of the financial community, with many years of service with respected investment institutions such as E.F. Hutton, J.C. Bradford and UBS Financial Service Inc., Shaun joined partner, Tim Cornell, in 1980. By providing a premier level of personalized investment services to the Dayton area, he and Tim have built a thriving practice. Shaun understands that there is a great need for his services. Through teaching and advising, Shaun assists clients as they pursue their financial goals. A Certified Financial Planner (CFP®) Certificant, Shaun employs a comprehensive approach when creating client strategies. He provides insight to his clients from the initial steps of financial investing through the most sophisticated and complex wealth management, tax planning, college funding, retirement planning service and charitable giving for both individuals and business owners. Shaun primarily works with pre-retirees and retirees.
A graduate of Bowling Green University, Shaun received a B.A. in journalism and business. He earned an M.A. in public relations from The Ohio State University. He subsequently obtained Series 3, 6, 7, 22, 63 and 65 securities licenses as well as insurance licenses.
Shaun and his wife, Susan, make their home in Beavercreek, where they are actively involved in the Greene County community, dedicating much of their time to St. Andrew’s United Methodist Church, The Dayton Foundation, Special Olympics, United Way and others. With their two daughters just out of the nest, Shaun enjoys squeezing in a little tennis and devoting time to multiple boards, often on the finance committee or as Treasurer, such as The Bach Society of Dayton, EDPR and Greene Giving.