Shawn is primarily responsible for the administration of personal trust relationships in our Brookfield, Wisconsin office. He has over 30 years of experience managing complex trusts and estates throughout the Midwest. His client centered approach, high level of organization and professional service help clients develop practical solutions for a wide range of goals.
With his legal education and background in trust administration, Shawn partners with clients and their investment managers, attorneys and other advisors forming a highly effective team to provide personal and timely service.