Today's Choices • Tomorrow's Outcomes • A Legacy is Forged
We endeavor to add value to our clients lives by connecting their unique purpose to financial decisions, bringing clarity on how to strategically accomplish their goals, and providing stewardship as life continues to change.
Advocate Insurance Agency
To engage each person and financial journey with specific and individually tailored advice. To reject the notion that the bottom line is the most important thing in this world, but instead help clients focus on achieving the goals that truly matter to them. To be avid learners in all things, but zeroed in on understanding the complexities of the financial industry. To be a spark that inspires our communities to have healthy and purposeful financial habits. To leave a lasting impact in our clients lives and the generations that come after them.
Chief Executive Officer
Shawn has dedicated his life to helping others. He began is career in higher education at Southeastern University in Lakeland, Florida. There he worked on staff in student development, fund raising, and as an adjunct business professor. Shawn was also the co-founder of the nonprofit business, Feed the Need, serving the underprivileged areas of Lakeland through donations and outreach events. He then transitioned into the wealth management field working with an independent group within Raymond James as a Wealth Advisor. There he honed his craft for building comprehensive financial plans and investment portfolios.
All of these experiences led him to start Advocate Wealth Management with the dedicated purpose to change the lives of his clients and partners by making the business about genuinely helping other people. His main responsibilities are creating comprehensive financial plans, building investment portfolios, and overseeing the growth and integrity of the business.
When Shawn isn't working on the business or in the business, he spends most of his time with his wife Martha and their two children Atlas and Haven. He also enjoys sports of all kinds, reading, traveling, and spending time with friends. Shawn currently serves on the Park Ridge Chamber of Commerce Board. He also serves on the Family Counseling Service Board in Aurora, IL and assists with the finance committee.
Go the extra mile. It's never crowded.