Sean joined the Diversified Investment Services family in 2003. Prior to his entrance in the financial arena, Sean had the tremendous honor of being part of Marine Attack Squadron 214 (VMA-214) in the United States Marine Corps fighter squadron consisting of AV-8B Harrier (V/STOL) jets. After serving in the US Marine Corps on both US and Foreign soil, he found his way back to Southern California working for the Frito-Lay company. Sean’s diverse background gives him a unique perspective on building interpersonal relationships with clients.
Sean now lives in Corona, CA with his wife, Jessica and their two sons, Colin and Jacob. He enjoys snowboarding and taking Tae Kwon Do and Brazilian Jiu Jitsu classes but when there is no snow on the mountain, Sean can be found cooking up a batch of home brewed beer. He has always had a deep fondness for technology and mechanics.
Sean is a FINRA licensed Securities Representative in multiple states has a Series 7, Series 66, has a Life and Health Insurance License, and is an Accredited Investment Fiduciary® (AIF®). At the core of his practice he believes it is imperative to:
1. Build a strong relationship with clients to understand their needs and wishes for their wealth management and retirement journey.
2. Maintain transparency regarding services provided and compensation for services.
3. Stay up to date with current financial trends, technology and market landscapes so he can help you make the most informed decisions possible.