As a Kades-Margolis’ Financial Advisor, Shawn works with educators and school district employees and their families with retirement planning. He enjoys assisting clients with their individual and family financial needs, especially those who are willing to review all investment and retirement plans to insure proper diversification.
Shawn implements comprehensive plans for his clients to ensure all retirement, insurance, long-term care, and legacy planning needs are met for his clients.
Shawn has a broad background in retirement planning. His knowledge of PSEA, the Public School Employees’ Retirement System (PSERS) and the needs of individuals within the educational community, help prepare his clients for retirement and beyond. Before joining Kades-Margolis Corporation, Shawn spent 10 years with Comcast-Spectacor. There, he was responsible for all aspects of sales and marketing for the Philadelphia 76ers and the Philadelphia Flyers.
Shawn is a graduate of East Stroudsburg University. He is a Registered Representative of GWN Securities, Inc., an independent registered broker-dealer. He is registered to offer managed advisory services, mutual funds, variable annuities, individual stocks and bonds.
Shawn lives in Berwyn, Pennsylvania with his wife, Corey, and their three children, Lila, Tyler and Keira. Outside of work, he enjoys spending time with his family, playing basketball and working out.
One of the most gratifying parts of working with clients if establishing savings and investing strategies to help them build and accumulate wealth over the long term. Whether saving for retirement or any other specific goal, the first step to financial independence is wealth accumulation. I work with clients to review their current investment allocation and savings rate to ensure they’re properly aligned with their goals.
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