Principal & Chief Compliance Officer
Shawn is passionate about a couple of things. The first is his family. He considers his wife Sarah the secret to his success. They have two daughters, Addison and Olivia, who remind him of why he does what he does. His second passion are his clients. He loves sharing his knowledge with anyone who’s ready to achieve their vision in their own life and business. This typically revolves around the wealth planning process. As a Certified Financial Planner®, Shawn helps you create, implement, and monitor a comprehensive financial plan that aligns your personal and business visions. This includes strategies around investments, taxes, retirement, and estate planning.
Along with being a CFP®, Shawn also holds Chartered Financial Consultant (ChFC), Chartered Special Needs Consultant (ChSNC), and Chartered Life Underwriter (CLU) designations with The American College. Shawn is also an Enrolled Agent (EA) with the Internal Revenue Service which allows him to represent taxpayers before the IRS. He is involved in the Financial Planning Association (FPA), Financial Planning Counselors of WNY, Estate Analysts of WNY, National Association of Tax Professionals and National Association of Enrolled Agents (NAEA), and is a past President of the Rotary Club of the Tonawandas.
Shawn enjoys golf, running, SCUBA diving, and is also a Buffalo Sabres fan.
What’s on Shawn’s Mind:
If you are self-employed, you shouldn’t count on the payroll tax break the president has issued via executive order — at least not yet. Payroll taxes are normally shared by employers and employees. Each covers a 6.2% tax to fund Social Security, as well as a 1.45% tax to fund Medicare.Self-employed people foot the entire bill for …
The pandemic has had a major economic impact on employers as well as individuals. According to a national survey by the Plan Sponsor Council of America, as of April more than 20 percent of large organizations had already suspended matching 401(k) contributions. The beauty of a 401(k) is that it offers tax advantages and makes regular contributions …
Every tax season, U.S. businesses owners and individual taxpayers undergo an amazing ritual. At the beginning of the year, we start collecting forms from various entities: banks, creditors, investment companies, our employers, etc. After we have gotten all of our paperwork, we then figure out whether we’re going to waste a weekend slogging through all …