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 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.
Sean earned a Masters in Health Systems Management from Vanderbilt University, and a Masters of Business Administration and Juris Doctor from Seton Hall University. He holds life and annuity licenses.
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