Sean is a Partner at Retirement Partner Advisors as an Accredited Investment Fiduciary and Certified Plan Fiduciary Advisor, he assists plan trustees with the design, implementation and communication of retirement programs, including defined contribution, defined benefit and non-qualified plans. Over the last 20 years, he has developed and refined a procedural due diligence process that assists 401(k), 403(b) and defined benefit plan sponsor’s in managing their fiduciary responsibilities under ERISA. At the firm today, he consults with clients in all business sectors and of every size.
Sean’s past experience has led him to where he is today and throughout the years, he has learned how to offer his clients’ the superior service found at the firm. Prior to RPA, he was the Florida Branch President for Pension Advisors, a specialty firm focusing primarily on retirement plan consulting. For over 9 years, he was the Senior VP of Retirement Plan Service for Asset Advisors of America, a Registered Investment Advisory Firm focused on retirement plan consulting. And finally, he started his career in 1994 with Saunders Advisory Group, which formed the foundation for the services provided today as an investment steward to his clients. Other than dreaming of being a Charter Fishing Captain, Sean wouldn’t want to do anything else than what he does at RPA! He greatly enjoys helping employers develop a successful retirement plan that effectively engages participants so they can reach retirement readiness.
As much as Sean loves retirement planning, he does have a life outside of work, most of which includes time on the water whenever possible. He enjoys spending time with his wife and dogs, Dewars and Wesley, traveling, fishing, camping, or doing anything outdoors or on the ocean. He is a die-hard Tampa Bay Rays and Rowdies soccer fan and volunteers at local dog rescues and for the Muscular Dystrophy Association.
Phone: 800-985-3229 x 102