AIF®, CRPC®, RSSA®
Sean brings over 20 years of experience in wealth management to his role as Vice President at Magis Financial Partners. He oversees many of our firm’s most significant client partnerships. His passion for building personal relationships has resonated strongly with our clients, as well as with their adult children and grandchildren. Sean has a talent for simplifying complex financial issues and places an emphasis on providing clarity and confidence to our clients. Additionally, he has compassionately guided numerous families through the often difficult process of settling estates and transitioning assets after the loss of a loved one.
He also collaborates with medical practices, such as cardiologists, dermatologists, and dentists, to design and manage retirement plans like 401(k)s and Profit Sharing Plans. He has helped many types of small businesses improve their plan investment options, reduce costs, and enhance tax efficiency. He believes that regular, in-person meetings with business owners and their employees are essential to ensuring the success of a retirement plan.
Sean earned his Bachelor of Science degree in Finance from The Catholic University of America in Washington, DC, where he also gained valuable experience working on Capitol Hill in the U.S. House of Representatives. He holds several prestigious certifications, including Chartered Retirement Plan Consultant (CRPC®), Accredited Investment Fiduciary (AIF®), and Registered Social Security Analyst (RSSA®). In addition, Sean is licensed to assist clients with life insurance and long-term care solutions when appropriate. His practice has grown primarily through client referrals as his existing clients have been his strongest advocates.
Sean and his wife, Kerri, reside in Ardmore, PA and have three children: Jack (10), Lucy (9) and Freddie (8). Kerri is an Elementary School teacher and they both serve on boards for local charities, organizations and fundraising efforts. In Sean’s personal time, he is frequently found coaching his children’s CYO basketball and football teams.