Sean began his financial consulting career at the “Big Four” accounting firm, Ernst & Young (EY) where he worked as a Senior Business Consultant from EY’s Time Square office in New York City. He was responsible for conducting risk assessments on behalf of numerous institutional clients ranging from technology start-up companies to global investment banks.
Sean’s consulting experience within the Financial Services industry inspired him to join the Blue Line Wealth Management team and transition into a role where he can directly assist his clients on a personal level while helping them meet their financial wealth goals and objectives.
Throughout his time as a Financial Advisor with Blue Line Wealth Management, Sean has advised a wide range of clients including Law Enforcement, Municipal Employees, Educators, and Firefighters.
In addition, Sean has led the team’s efforts to educate first-time investors on the powerful benefits of compound interest and the importance of getting started early with a dynamic financial strategy.
Sean holds the following Licenses: Series 7, 63, and 66 held with LPL Financial as well as Life, Accident, and Health Insurance licenses.