Sean believes a customized financial plan is integral to long-term financial success, and he enjoys helping clients achieve their goals in a tax-efficient manner. He began his career in financial services at Salomon Smith Barney in 1999. Prior to joining Mercer Advisors, Sean gained valuable fiduciary experience at The Northern Trust as a personal Portfolio Manager for individual, family, and trust clients. He has a bachelor of science degree in finance from the University of New Orleans and is a Chartered Financial Analyst® charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. Sean is a member of the CFA Society of Austin as well as the Financial Planning Association, and he holds the FINRA Series 65 license. He lives in Austin, is an avid road cyclist, and enjoys traveling.