Senior Wealth Advisor
The never-ending student, I strive to be always learning and enjoy the challenges that working in financial advising bring. Coming to work each day, I look forward to being a trusted advisor to the families and business owners who we are lucky to call clients and friends.
Sean is a financial advisor on the Enso team who works on behalf of his clients to design paths to financial independence and personal fulfillment. Before joining Enso, Sean built a successful practice working with a select group of business owners and families at a large financial firm. Sean begins by listening and helping his clients to talk through their personal goals. His mantra is “what would you like your wealth to do for you?” With a long-term plan in place he thoughtfully and diligently works with clients to achieve their financial goals.
Before making the leap to financial planning, Sean was a professional fly fisherman and guide who led both newcomers and experts around the world. He got deep gratification from being a guide and helping people achieve excellence – a trait that enticed him to embark on a career in financial advisory when he returned. In this field, he can align his love of helping people achieve balance and fulfillment with his keen interest in the markets.
A native of Sonoma County, Sean has worked his full financial career in the Bay Area. He is passionate about the way of life in this special part of California and helping his clients fully enjoy it. Personally, he is always up to mix work and play: whether chasing bonefish on a flat with a fly rod, cycling through wine country’s back roads or teeing off with a few friends. Sean also enjoys giving back to the community and is involved with non-profits in Sonoma County, particularly those with an environmental focus. With that said his greatest joys are spending time with his wife, Liz, and two daughters, Lucy and Clara.