Shaun Dowling

Shaun is the Director of Wealth Management and is responsible for guiding the Firm’s financial planning philosophy, process, resources and deliverables. He also works with clients and takes pride relieving their stress of managing personal wealth and making complex financial decisions. Shaun is a natural problem solver with an ability to develop and communicate complex solutions that appear simple and common sense to his clients.

In addition to holistic and values based financial advice to individuals and families, Shaun is a specialist in solving complex estate planning issues. He enjoys figuring out how to structure a client’s estate plan by navigating the rules, limitations and boundaries that exist within the tax and estate code.