Client Advisory


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.


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


  • Juris Doctor
  • Holds life and annuity licenses

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