Shawn Wheeler is a driven financial professional with a background in roofing and solar sales. His early career in these industries sharpened his ability to connect with people, solve complex problems, and deliver results in high-stakes environments. With a strong work ethic and a passion for helping others, he moved into wealth management to guide individuals and families in building their financial futures.

 After passing the Series 65 exam, Shawn became an Investment Advisor Representative, where he focuses on personalized financial strategies designed to grow and protect wealth. He takes pride in simplifying complex financial concepts, ensuring clients feel confident in their investment and retirement planning decisions. Committed to continuous learning and professional growth, Shawn actively expands his knowledge of financial markets and investment strategies. He also uses social media platforms like Instagram, Facebook, and LinkedIn to provide financial education and insights to a broader audience.

 Whether working with young professionals, business owners, or retirees, Shawn is dedicated to building long-term relationships and helping clients take control of their financial future.