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Shawn provides investment management solutions to individual and institutional clients. He is also a member of the Soltis Compliance Committee.
Shawn holds a Masters of Business Administration with an emphasis in Finance from the University of Colorado Boulder. His graduate studies included investment management, options and deriviatives, and entrepreneurial finance. Shawn earned his Bachelor's Degree from Weber State University where he played QB for the Wildcats.
Prior to joining Soltis, Shawn worked as a VP of marketing for a consumer goods company and interned with a large wealth management firm in Boulder, Colorado. In addition, he also ran a start-up founded by him and a graduate school classmate.
Shawn enjoys spending time with his wife AnnaMarie and their four children. He also enjoys seeing the world and experiencing other cultures, road biking, fly-fishing, coaching his children's teams, and playing most any sport.