Sean brings deep experience across the wealth management and RIA landscape, partnering with financial advisors to navigate growth and define what’s next for their businesses. He works closely with advisors to evaluate opportunities, cut through complexity, and move forward with clarity and conviction. Known for his consultative approach, Sean serves as a trusted partner throughout the due diligence process. helping advisors make confident, well-informed decisions at critical inflection points.

Sean’s approach is simple: build strong relationships, think strategically, and focus on long-term value creation.

Prior to joining Carson, Sean held roles at TD Ameritrade Institutional and Dynasty Financial Partners, where he advised on growth strategy, partnerships, and business strategy. He earned his degree from the State University of New York at Oneonta and holds his Series 7, 8, and 63 licenses.

At home, everything revolves around his crew—his wife, Karen, and their two children, Brooke and Alex. When he’s not working with advisors, you’ll find him on the tennis court, the golf course, or keeping up with the latest in sports.