Sean is passionate about growing meaningful relationships and helping clients build and preserve wealth through skillful integration of planning strategies and forward-looking financial management.
Sean has nearly two decades of finance experience. Prior to joining Hamilton Capital in 2013, Sean served as a financial advisor with a large, nationwide wealth management firm. Sean also served as the Chief Financial Officer for Edwards Steel.
His diverse experience in finance has aided him in serving a broad range of clients and creating innovative financial strategies in areas such as: wealth protection, financial independence planning, investment strategy design and performance, business transitions, tax planning, risk management, and wealth transfer strategies.
Sean is a CERTIFIED FINANCIAL PLANNER™ professional and is a member of the Financial Planning Association.
An Upper Arlington resident, Sean enjoys spending time with his family, participating in community service projects, traveling, and enjoying the peace nature provides from a nice day on the river fishing.
I am very thankful to my mother for nurturing my interest in finance at a young age. Starting in grade school, we would spend mornings at the breakfast table going through the business section of the newspaper, discussing current events and tracking the movements of individual stocks.
After learning about price-earning ratios and more, she helped me create my first (mock) portfolio that we would track together. Eventually, I saved enough to start a real portfolio and my interest only grew from there.
I am very proud of my mother and all that she accomplished in her career, and I am thankful for all that she has done to aid in mine. I believe that our accomplishments are not our own, but are shared collectively by those that have helped us along the way. Sir Isaac Newton said it best: “If I have seen further than others, it is by standing upon the shoulders of giants.”