The Advocate Story
A Journey Rooted in Values
At the heart of Advocate Wealth Management is a steadfast dedication to the power of financial stewardship, a belief that true wealth is not just about monetary gain, but the impact it can have on lives and communities. We believe wealth is about living a fulfilled life, reaching your potential, and leaving a legacy for the future. That's why we partner with our clients to build a family advisory board, offering insights and education to illuminate the path to financial success.
Our founder, Shawn, has spent his career fueled by a passion for purpose, clarity, and stewardship, creating a firm rooted in values that place our clients and their well-being at the forefront.
A Story of Passion and Dedication
"Having made the transition from teaching finance in higher education to actively managing wealth in 2014, I have dedicated a substantial amount of time to this role, aiming to deliver not just generic recommendations, but personalized guidance that aligns with your specific financial situation and aspirations.
My foremost goal has always been to provide trustworthy and insightful advice that distinguishes me from the multitude of sellers in this industry. We advocate for the care and growth of what matters most: your financial well-being. My team strives to stay ahead of industry trends, offering tailored advice to meet your specific needs, and fostering open communication and teamwork to create strategies that are unique to you.
Our unwavering commitment is to be your dedicated advocate, tirelessly working to safeguard your financial well-being and future. Our focus lies in diversified investment portfolios and comprehensive financial plans that connect your dreams and goals with concrete steps."
