CERTIFIED FINANCIAL PLANNER TM Professional (CFP®)
Accredited Investment Fiduciary (AIF®)
BA, Williams College
MS, Drexel University
Sean has over 17 years of experience as a wealth manager, offering comprehensive financial planning guidance and services to busy professionals and families as they pursue their financial futures. Sean holds the FINRA Series 7, 31, and 66 securities licenses, and is a member of the National Association of Active Investment Managers and the Montgomery County Estate Planning Council.
Sean began as an adviser at Harvest in 1998, having spent the previous decade as a scientist in the environmental industry. Sean holds a BA with Honors from Williams College and an MS from Drexel University. He is skilled in crafting investment solutions and clear financial plans. Above all, Sean is dedicated to helping clients achieve their financial goals while wisely negotiating barriers that can arise in life.
Sean and his wife Sari live in the Mt. Airy section of northwest Philadelphia and enjoy keeping up with their energetic young son, Calder. Sean serves as a Trustee and the Board Chair of The Montessori School in Dresher. He has completed several marathons, loves traveling with friends and family, enjoys cooking, and homebrewing beer.