Sean serves as a Financial Planning Associate with D.A. Davidson & Co.’s Wealth Planning Department in Great Falls. He works in tandem with the firm’s financial consultants to provide comprehensive financial planning to investors and educate them about various aspects of personal finance.

His broad-based expertise stems in part from earlier experience in other roles with D.A. Davidson & Co. He first joined the firm as a Compliance Examiner, and then later served as an Associate Regional Supervisory Manager before moving into his current role. A member of the Financial Planning Association, Sean earned a bachelor’s degree from Carleton College in Minnesota.