Sean is a wealth advisor and founding member of JFS Wealth Advisors' Business Growth and Transitions Team. He brings a passion for helping entrepreneurs and business owners understand the value of their business, its value drivers, and how it fits in with their personal and financial plans, ultimately helping them grow and make a smooth transition from the present to their desired future. Sean possesses extensive knowledge of investment management, wealth and estate planning, and business consulting, especially in the business growth and transitions/exit planning areas.

 

Prior to joining JFS, he attended Westminster College, where he earned a Bachelor of Science degree in Accounting and Business Administration. Sean holds the CERTIFIED FINANCIAL PLANNER™ certification and works with clients to develop, implement, and monitor tailored financial solutions. He also holds the CERTIFIED PUBLIC ACCOUNTANT certification and Personal Financial Specialist designation through the American Institute of Certified Public Accountants (AICPA).

 

In addition to holding CPA/PFS and CFP® credentials, Sean earned the Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute, designed specifically for business advisors who work closely with owners of privately held companies in the areas of growing and managing business value, and planning transitions and monetizing events. CEPAs help business owners understand the current and future value of their business, both tangible and intangible, and which exit options best align with their business, personal and financial goals. The CEPA program is widely accepted and endorsed professional exit planning program administered through the Exit Planning Institute.

 

In his free time, Sean enjoys spending time with his wife and family, being outdoors, and doing anything that gets him up and moving around. He currently resides in Pittsburgh, PA.