Experience
In 1997, after graduating from college, Sean entered the financial services profession. As a graduate of East Carolina University, he has a Bachelors Degree in Business Administration. Sean joined the firm at Capitol Financial Solutions in 2013 with 16 years of experience.
Seans holds the following licenses to help serve your needs:
- Series 6 Securities License
- Series 63 Securities License
- Series 65 Securities License
- Life/Health Insurance Licenses
- Long Term Care Insurance License
I am licensed to help you with:
- Retirement Income Solutions
- Survivor Benefits Strategies
- Social Security and Long-Term Care Planning
- Defined Benefit Plan and Pension Analysis
- Investment Solutions and Asset Management
- Estate and Business Succession Planning
- Financial Needs Analysis
- Personal and Business Insurance Analysis
- College Funding
- 401(k) Plans
- Wealth Management
- Charitable Giving