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Shawn Thomas

Shawn Thomas

Shawn is dedicated to helping people work toward accumulating wealth and in a tough tax environment pass it on to the people they care about most.  He takes a multi-faceted approach to investment planning that allows him to operate efficiently for his clients in an ever-changing financial environment. Shawn often describes the art of financial planning as a puzzle.  Anyone can sell you something, however, seeing how the individual pieces of someone's financial life comprises the big picture is more important in the long run.    

Shawn graduated with a Bachelor of Business Administration degree in Finance from the University of Wisconsin-Oshkosh in 1992.  He holds the Series 7 and 63 registrations through LPL Financial.  Shawn holds his 66 registration through Freedom Wealth Alliance.

Shawn resides in Waterford, Wisconsin with his high school sweetheart and wife, Kim and their children Austin and Delaney.  Shawn has been in the industry for over 25 years.

Fun Facts about Shawn:

Shawn loves the outdoor activities found in Wisconsin, hunting, fishing, etc.  He is active in the lives of his children and enjoys spending time with his family.

Shawn has a great sense of humor and has no problem poking fun at himself as well.