Shawn joined MountainOne Investments in 2011, and has nearly 15 years of experience as a financial services professional. He is experienced in managing private client, retirement, and corporate portfolios. He delivers customized, client-focused solutions and his deep understanding of the financial industry has been critical to his success. Shawn earned his Bachelor’s degree in Business Administration from Keene State College. He currently holds the FINRA Series 7, 63, and 65 registrations as an Investment Adviser Representative of Commonwealth Financial Network.® Both Shawn and his wife, Erin, are natives of Southern Vermont and the Berkshires.