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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

Latest Insights

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Sean Moore

Individuals and Families

Understanding Your Medicare Options

Soon-to-be retirees about to turn 65 have an important choice to make regarding their health insurance. Specifically, do you go with traditional, public-sector Medicare, or do you combine that approach with a privately-administered Medicare “Advantage” plan?

Sean Moore

Tax Planning

Year-End Tax Planning: What to Consider Post-Election

Year-end tax planning has an added layer of complexity in 2020—weighing the known vs. the unknown. We’ve outlined a few key areas you may want to focus on to help with your year-end planning.

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Dustin Ribergaard

Lead Concierge

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor. Schedule a meeting below:

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Dustin Ribergaard

Lead Concierge

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Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

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Here are some valuable insights to read before your meeting

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds This Week?

Despite a rare simultaneous sell-off in U.S. Treasuries, U.S. stocks, and the U.S. dollar that is raising fears of capital flight from dollar-denominated assets toward…
Behavioral Finance

Don’t Panic About the Election! (Do This Instead)

Instead of worrying about the election results, our investment, taxation, and estate planning specialists offer constructive steps you may want to consider.

Kim Curtis

Partner

Individuals and Families

From Courts to Cash: How Women Athletes and Women’s Sports Are Changing the Game 

Women’s sports are experiencing unprecedented growth, fueled by rising viewership, increased sponsorships, and expanding financial opportunities for athletes. This article explores the economic shift underway…

Learn about our Privacy Policy

By clicking “Schedule Now”, 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.