Sean is often the first point of contact when clients have a question or need help with their accounts. He handles the behind-the-scenes details - like transfers, funding, and disbursements and helps to ensure every detail is handled with care and accuracy.

Before joining Crew Wealth Management, Sean worked in advisor services with TD Ameritrade and Charles Schwab as an Enhanced Specialist. He also spent time as a mortgage loan originator, assisting U.S. veterans and their families, and built a strong foundation in customer service through more than a decade in the hospitality industry.

Sean earned his Bachelor of Science in Business Administration with a concentration in Finance from California State University, Bakersfield. He also holds the Securities Industry Essentials (SIE) certificate.

Outside of work, Sean enjoys hiking, exercising, and riding his motorcycle. He values time with friends and family, is a regular at the movies, and appreciates good food and drink.