Sean is a partner at I&M Wealth Advisors.
After graduating from the Smeal School of Business at the Pennsylvania State University, Sean joined the firm as an advisor and portfolio manager.
In 2015, Sean was named as one of the "Top 20 Under 40" business professionals by Northeast Pennsylvania Business Journal. 1
Understanding the importance of investing in the area’s future, Sean is a graduate of the 2015 Leadership Lackawanna Core Class and currently serves on the board and is the chairman of the advisory committee.
1 As voted on by the editorial staff at the Northeast PA Business Journal based on accomplishments, leadership, and community involvement of local business professionals
* The Accredited Investment Fiduciary® (AIF®) designation certifies that the recipient has advanced knowledge of fiduciary standards of care, their application to the investment management process, and procedures for assessing conformance by third parties to fiduciary standards.
Favorite fact - There are 10x more stars in the sky than grains of sand earth… just wow!
Career if Sean wasn’t a financial advisor - Custom homebuilder
Bucket list item - Watch Earth rise from the surface of the moon
Favorite food - McDonald’s chicken nuggets… my nostalgic, guilty pleasure!
Favorite quote - “What’s money? A person is a success if they get up in the morning and go to bed at night and in-between do what they want.” - Bob Dylan