Testimonials

You have many choices when it comes to financial advisors and in the words of Dave Ramsey when you are getting help with money "always look for a person with the heart of a teacher, not the heart of a salesman." Shawn is exactly that coupled with his financial expertise you couldn't make a better choice. You just have to meet him once to know and feel that he genuinely cares about his clients and their future.

Nicole Tudisco

Naperville, IL

I have known Shawn for the past seven years when we (my husband and I) first hired him as our Financial Advisor on a friend’s recommendation. Shawn’s professionalism and passion for finances became evident from the very first meeting. Shawn is patient with his clients, diligent in understanding their backgrounds and financial conditions as well as financial needs to suggest suitable financial advice, provides a big picture for clients who have little or no financial direction while understanding the minutiae, is resourceful to gather the requested information, and above all he is personable and available. I wish Shawn success in taking his passion of guiding his clients to their financial goals further.  We continue to use his services and recommend him to anyone who seeks a long-term reliable financial advisor. 

Chhavi Chauhan

Silver Springs, MD

Shawn is a tremendous resource for me in a variety of ways. He's a friend, he's an advisor and someone that gives great insight on what I should be looking for in investing at this stage of my life. I feel like he has a mindset of what's best for me and that's very comforting when someone is handling your money. He truly loves what he does on a daily basis and you can't put a price tag on that.

Chris Johnson

Oak Park, IL

Testimonials may not be representative of the experience of the clients listed, the testimonials are not a guarantee of future performance or success and no person providing a testimonial received any form of compensation.