Shawn E. Thomas - Financial Advisor
Shawn Thomas, born in Nekoosa, has lived in Wisconsin his entire life. He currently resides in Waterford with his wife Kim and their two children Austin and Delaney.
He graduated with a Bachelor of Business Administration degree in Finance from the University of Wisconsin -- Oshkosh in 1992. He holds life and health insurance licenses in many states as well as the series 7, 63 and 65 securities registrations. These licenses and registrations allow him to offer his clients securities, mutual funds and annuities as well as formal financial planning* which is never contingent upon the sale of any product.
This multi-faceted approach is what allows him to operate efficiently for his clients in an ever-changing environment where the advice any advisor gives is scrutinized by many self-proclaimed experts. "It's easy to give advice and scrutinize when you can talk for two minutes and pretend it applies to the masses. It's much more difficult and in turn more valuable for clients to receive advice that pertains to their specific goals and objectives.
Shawn often describes the art of financial planning as a puzzle. "Anyone can sell you something. It's seeing how the individual pieces of someone's financial life comprise the big picture that is important in the long run. You can't begin to make good financial decisions with the individual pieces unless you know what the picture on the front of the box looks like. It's my job to help my clients construct their own puzzle in the most efficient way I know based on my knowledge and expertise."
Away from the office, Shawn is an avid outdoorsman and currently sits on the board for the Milwaukee chapter of Ducks Unlimited. Most of his free time, however, is spent with his family. No one is surprised to see him take a day here and there away from the work week to volunteer in his children's class rooms. He enjoys coaching their sports teams and is often found loading up his mini-van to take his kids and their friends to swim meets and karate class. He believes that life is too short to miss seeing his kids grow up.
A first time introductory meeting with Shawn is available free of charge and without obligation.
*Separate from the financial plan and my role as financial planner, I may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
