“I have a true passion for comprehensive financial planning and over the past 15+ years, I have taken pride in helping my clients create a plan they can understand and trust. You can rely on me to listen, take time to fully understand your objectives, and work with you to develop a strategy that makes sense now and for years to come. My process, my business beliefs, and my values are all centered on you and helping you achieve      your financial goals.”

Sean received his bachelor’s degree from      the University of Massachusetts with a major in Finance.  Prior to joining Copper Mountain Capital, Sean worked at Fidelity Investments and TD Ameritrade.

Sean and his wife Jessica moved to Houston, Texas from New Hampshire in 2013.  Since moving to Houston they have become active members of the community, purchasing a home in 2014, participating in many charitable events and having a daughter in 2021.