Sean has over 20 years of experience as a wealth manager, offering guidance to professionals and families as they pursue their financial futures. He began as an adviser at Harvest in 1998, having spent the previous decade as a scientist in the environmental industry. Sean holds the FINRA Series 7, 31, and 66 securities licenses.
Above all, Sean is dedicated to helping clients achieve their goals while navigating the financial issues of life. Wise course adjustments can take advantage of opportunities or help to avoid future problems. Sean simplifies issues and highlights what matters most so that clients can make better tradeoffs, take action, and increase confidence in their financial future.
Sean and his wife Sari live in the Mt. Airy section of northwest Philadelphia and enjoy keeping up with their energetic son, Calder. Sean has served as a Trustee and the Board Chair of The Montessori School in Dresher. He loves traveling with friends and family, has completed several marathons, is a foodie, and continues to improve his guitar playing.
Financial Life Planning – with sensible advice that sticks