Shawn is Managing Partner and Senior Wealth Advisor for Tungsten Wealth Management. With more than 20 years of investing and helping others navigate the choppy waters of Financial Planning, Shawn truly enjoys helping clients simplify complex financial issues.
Shawn began honing his core beliefs in the ’90s while attending Texas A&M University. His burning desire to learn, grow intellectually and innovate back then are the same driving principles that continue to shape his character today.
With a relentless pursuit of excellence and continual focus on serving the clients’ best interests, Shawn applies a disciplined approach to planning and investing.
Shawn is a graduate of the Dwight Look College of Engineering at Texas A&M University, holds the CERTIFIED FINANCIAL PLANNER™ designation granted by the Certified Financial Planner Board of Standards, the Certified Wealth Strategist® designation awarded by the Cannon Financial Institute, and is a member of the Financial Planning Association.
Shawn and his wife Carrie have two wonderful children and reside in Edmond, Oklahoma. He enjoys spending time with his family, golfing, fishing and traveling to new places from time to time.
Why Choose a CFP® Professional
You deserve a holistic financial roadmap. Only CERTIFIED FINANCIAL PLANNER™ professionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certification. With a CFP® professional, you get a financial planner partner committed to working in your best interest and the confidence that comes with building a comprehensive plan.
For more information visit http://www.letsmakeaplan.org/
What's in a name?
Our name comes from the filament in the light bulb, the one Thomas Edison chose to use after testing more than a thousand other metals.
Tungsten is tough, it’s resilient but most importantly used because of it’s unique ability of turning energy into light.
We feel it’s a great metaphor for what we do.
Provide a lighted path to help guide clients toward achieving their financial goals.