Special Strength: Ambassador of calm
Goal: Offer personalized guidance to help clients make wise financial choices aligned with their values, to attain financial independence.
Focus: Helping clients to set achievable goals, implement a comprehensive financial plan, and educate along the way.
Interests: Spending quality time with family and friends, exploring global destinations, embracing the outdoors and culinary adventures.
Her Colleagues Say: “Shawn is so nice, it’s hard to tease her. But don't get in her way when she's multi-tasking!”
Shawn’s role has evolved with the growth of AJW Financial, and so has her career. With over 15 years in various biotechnology roles, she joined the firm in looking for an opportunity to engage more directly with people rather than solely delving into technical data. Her knack with people blossomed as clients implicitly trusted Shawn to provide well-researched financial information with thoughtful and timely answers.
As a Partner and Senior Financial Planner, Shawn works directly with our valued clients, leveraging her extensive experience and knowledge to guide them on their financial journeys. Shawn prepares expense histories, balance sheets and net worth statements, and retirement projections, while also conducting research for asset allocation and investment strategies. Her commitment to covering all the bases ensures that clients have the information they need to make well-informed decisions.
Day to day, Shawn thrives on meeting with clients and fielding questions ranging from impromptu major expenses to navigating unexpected challenges like a sudden loss of income or managing an inheritance. Her dedication to providing thoughtful solutions ensures that clients feel confident and empowered to move forward on their financial journey.
Education and Designations:
- University of Minnesota, 1991, B.S. Genetics and Cell Biology
- Series 7 and Series 66 registrations