Sean joined Homrich Berg in 2022 after working with Oakbridge Partners since 2019. He has a passion for financial planning education, investment management, and helping people achieve their financial goals. Sean began working in the financial services industry in 2015 when he joined the Northwestern Mutual Goodwin, Wright agency, where he most recently held the role of investment operations manager. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2017 and has his Chartered Financial Consultant designation through the American College of Financial Services. He received his Bachelor’s of Science in Psychology from Davidson College and his MBA from Queens University of Charlotte.
A native of Peachtree Corners, GA, Sean played baseball for Norcross High School and Davidson College, and currently plays for an adult league team in Atlanta. He and his wife Claire live in Decatur, GA with their two children and black lab.