We have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
We are a NH CPA and investment management firm that is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Shawn has provided investment, accounting, tax, and business advisor services for over 20 years. Shawn provides services to corporations, small businesses and individuals throughout the NH and MA areas. With his expertise as both a CPA and Certified Financial Planner, Shawn creates financial and retirement plans that not only address his clients’ goals, but also optimize their tax consequences. This big-picture approach helps ensure his clients’ nest eggs will be there to fund their retirement dreams.
Shawn earned his Bachelor of Science in Accountancy from Pennsylvania State University in May 1993. He has been working in public accounting since graduating from college. Shawn has been a CPA since February 1996 in the State of New Hampshire and in January 2000, he received his license as a Certified Financial Planner (CFP®). Shawn specializes in providing clients with investment management, financial and estate planning, tax related counsel, and software consulting. Shawn is also an active member of the AICPA and serves on many Boards in the NH area.
Born and raised in NH he currently lives in Milford, NH where he and his wife, Stephanie, are raising a sports-crazy family of four boys: Jacob, Zachary, Colton and Lucas. Football, soccer, baseball and lacrosse fill their free time, with Shawn often coaching his boys’ teams.
Sign up to hear from us.