Shawn is a CERTIFIED FINANCIAL PLANNER™ professional and holds an MBA from the University of Michigan - Ross School of Business. Shawn also holds a BA in Economics and a Minor in Education from UCLA. While at UCLA, Shawn worked in the athletic department and was also on the Water Ski Team.

After graduating from UCLA, Shawn was unprepared to manage his own personal financial life. Credit scores, 401(k)s, and budgeting were all foreign concepts and he felt overwhelmed. When he started to learn how to best manage his own finances, he was immediately hooked. He knew he found his professional calling to help others achieve the same sense of empowerment he felt when he took control over his finances. Thus, Shawn launched Ballast Point in May of 2016.

In addition to helping clients reach their goals, Shawn is passionate about helping new planners get started in the financial planning industry, especially people from underrepresented communities. He is one of the co-founders of the BLX Internship Program which helps aspiring financial planners who identify as Black or Latinx attain internships at financial planning firms. The goal of BLX is to help make the demographics of the personal finance profession more closely match the demographics of the country.

Shawn is an avid runner and has finished the Boston Marathon 7 times. He loves camping with his wife, son, daughter, and their beloved cavapoo named Coop.