Shawn has been serving clients through Steward Partners (formerly Umpqua Investments) since 2006. With more than 25 years of industry experience and over four decades of successful business ownership, he brings a steady, real-world perspective to every relationship. He holds his Series 7 and 66 registrations, along with his insurance licenses.

Shawn believes strong financial guidance begins with connection. He spends time getting to know each client’s story, values, and long-term goals so they can move forward with clarity and confidence. Frequent communication, thoughtful planning, and consistent portfolio reviews are at the heart of his approach. Whether he’s helping clients navigate investments, financing decisions, estate planning strategies, or insurance strategies, Shawn uses the broad resources of Steward Partners to find solutions that support each family’s growth, income, liquidity, and legacy goals.

Outside the office, Shawn is all about family and community. He and his wife have been married for over 43 years and love spending time with their four children and seven grandchildren. Music is a huge part of their lives. They are passionate about supporting local artists whenever they can. They enjoy going to local outdoor concerts in the summer. Shawn also served on the Oregon Make-A-Wish Board of Directors from 2008 to 2011, reflecting his commitment to giving back.

Amelia became a partner on my team at Steward Partners in January 2024, bringing with her more than 18 years of experience in client service. She is adept at addressing questions, gathering and organizing information, preparing essential documents, and guiding clients through each step of their process to ensure everything moves forward smoothly and efficiently. Amelia’s title is a Senior Registered Client Administrative Manager. My clients love working with her and I feel blessed to have her on my team.