Shawn works as a case designer for Momentum new business, as well as assisting in the management of servicing the existing client policies, with a major focus and understanding in the Premium Financing space.
Shawn’s career path to the financial industry began with an internship in Horsham, Pennsylvania with an independent financial advisor during his final year of undergraduate education. There he was introduced to the world of life insurance and retirement planning. Once graduated, that internship evolved into his first career, where he learned how to analyze mutual fund performance for small business 401k plans in addition to assisting with client participant meetings. After a few years, Shawn was given the opportunity to shift his focus to life insurance and joined the Momentum Advanced Planning team. Here he has learned the depths of the life insurance world and the many reasons to utilize insurance for estate planning, focused primarily on new and existing premium financing clients.
Shawn holds a B.S. in Finance from West Chester University of Pennsylvania.
When he’s not in the office you might find him traveling for his next Spartan Race, planning his annual golf outing for Mitochondrial Disease awareness, or enjoying some quality time with his family.