Sean is a financial advisor on our team. He brings over 15 years of experience in the banking and financial services industry. As an integral member of the Wealth Dimensions team, Sean focuses on developing collaborative relationships with affluent individuals and families to understand what matters to them personally and financially. This understanding serves as the foundation for developing, implementing, and monitoring a customized financial plan based on each client’s unique needs and goals.
Prior to joining Wealth Dimensions, Sean spent much of his career with Fifth Third Bank. Most recently, Sean served as a Vice President and Wealth Management Advisor in the Private Bank providing high-net-worth clients with holistic wealth planning that included strategies for investing, tax minimization, insurance, and estate planning.
Sean earned his BS degree from Miami University’s Farmer School of Business, majoring in Finance.
Outside of work, Sean has volunteered for a number of non-profits including Visionaries & Voices and CILO (Center For Independent Living Options). He enjoys spending time with his family including his 5 nephews, 2 nieces, and his dog, Fin. He’s also an avid sports fan, loves the outdoors, and playing golf.