Firm Affiliate: 360 Wealth Management

Sean’s professional life is built on the same foundation as his personal life: the foundation of service. After earning his degree in Economics from the United States Military Academy in 1997, Sean served his country as an officer in the U.S. Army for five years, earning the rank of Captain before he transitioned back into the civilian sector to begin his career in financial planning.

His first stop after the Army was with Edward Jones Investments, followed by several years at Morgan Stanley. In 2009, he made the leap, and became an independent financial advisor and OSJ Manager with LPL Financial. Along the way, his years of self-discipline and leadership experience kept him focused and ready for any new challenge.

That challenge would present itself in 2011, when he met Brandon Day and Chad Atkins. Together, they created Registered Investments Advisor 360 Wealth Management (360WM). Their vision was simple: They were going to help independent advisors share resources and compliance support. Sean’s driving passion was to help advisors reach the same level of autonomy in their careers as he has, and remain compliant in the process. He served as the Chief Compliance Officer for 360WM from their original ADV filing in 2012 through the end of 2019. He remains actively involved with the Compliance Team and decision making.

Sean is a native of Coppell, TX and lives with Erica—his wife of nearly 20 years—in Southlake with their two children, Clare and Simon, and they are active members of Good Shepherd Catholic Community in Colleyville, TX.