Client Advisory

Biography

Sean is a Partner with more than twenty years of experience in finance, tax, and related legal work. His relationships with clients include providing counseling to corporate executives and high-net-worth individuals and families in tax, investments, insurance, company benefits, estate planning, and retirement planning.

Prior to joining Cerity Partners, Sean founded Dendron Advisors, a private wealth and advisory firm dedicated to servicing the needs of successful individuals and their families. Sean served as a Vice President of Financial Counseling for over nine years at the Ayco Company, a Goldman Sachs Company, where he provided full-service financial planning and was a trusted advisor to high-net-worth families. At the Ayco Company, he also previously held the post of Vice President of the National Sales and Marketing team.

Education

  • Master of Health Systems Management from Vanderbilt University
  • MBA and J.D. from Seton Hall University

Highlights

  • Juris Doctor
  • Holds life and annuity licenses

Connect with Sean

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client Advisory Colleagues