Sean C. Flavin
MBA
Planning & Research Strategist

Bring perspective. I’m driven to help you thrive financially. There is no one-size-fits-all solution; I research options and strategies to assist the advisors. And then I ask, “How can we make this even better?” I hold myself to a high standard and approach every project individually and thoroughly.

Building a financial plan is like restoring a car. There is no user manual for the unique challenges you face. Restoring the car is exciting. Maintaining it is challenging. The best part of my job is seeing how my work helps advisors to create a well-built, well-maintained financial plan.

Refine. I spent 15 years as a mechanic before transitioning to finance, but my passion for working on cars hasn’t faded. When I’m not under the hood, you’ll find me enjoying the outdoors, exploring nature, or relaxing down the shore with my wife and two sons. No matter how challenging things might seem, I count my blessings every day. This is the perspective that drives me to do my best and always improve – at work, at home, and in my community.