Sean Flavin

Planning & Research Strategist

Sean is involved in the daily asset management, analysis, product research, and reporting for our clients.  He joined the team in 2024.

 

Sean earned a Bachelors Degree in Finance and a Masters of Business Administration from Southern New Hampshire University with a Finance concentration.

 

Sean successfully completed the FINRA Securities Essentials Exam (SIE) and is pursuing the Series 7. 

 

Sean enjoys spending time with his wife, Holly and two sons Caden and Callum. In his spare time he enjoys the outdoors including camping, hiking, and taking trips with his family.