Sean approaches his role as a financial advisor with a coach’s mindset.
He dedicates himself to empowering couples and families to make informed decisions, build confidence, and transform challenges into stepping stones toward financial well-being. Sean believes financial planning is not a one-size-fits-all endeavor. As a member of the Morton Brown Family Wealth team, Sean builds customized portfolios and financial plans to help clients reach their unique vision for the future.
After receiving his B.S. in Finance from East Stroudsburg University, Sean was committed to growing his career in the Lehigh Valley. Prior to joining Morton Brown Family Wealth, he gained experience on a few local advisory teams where he honed his financial planning skills and built lasting client relationships. He is also a local real estate investor, an entrepreneurial experience offering hands-on experience with strategic decision-making and diverse investment opportunities. Sean chooses to give back to the community in which he lives as a member of the Whitehall Lions Club.
Sean is currently working toward obtaining his CERTIFIED FINANCIAL PLANNER™ designation.
Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
Out of the office
As a former All-American athlete, Sean’s passion for coaching extends to mentoring young athletes as the Offensive Coordinator for Salisbury High School. Off the field, he enjoys spending time with his wife Aimee, and their three dogs.
What drew you to a finance and investment career?
While in college, I had to pay my own way. I clearly remember sitting down in front of my computer, building an entire income statement, balance sheet, and budget. I had built a financial plan to help me achieve my goal of graduating. During that process, I had my “ah ha” moment and immediately changed my major to finance.
Who is someone you admire and why?
I admired my dad. He was my role model and someone I looked up to. He was the one person whom I could talk to and always leave the conversation feeling better than I did before.
Do you have any skills or talents that most people don’t know about?
I used to be a competitive snowboarder and had a brief career as a professional football player.
What are you surprisingly good at?
Swimming. I’ve completed multiple open-water swim events and I hope to complete my first triathlon in the near future.
How do you apply the vision of “leading a purposeful life” to your own goals?
Being deliberate about where I spend my time and energy. I want to ensure I am putting my efforts into worthy causes that align with who I am and where I want to be.