Sean first joined Hyland Financial in August 2009 while working towards his college degree at the University of Louisville. He assisted Mark with consolidating his databases, producing fee & expense, due diligence, and monitoring reports, and other back office functions. After graduating, he has spent 9 years in the Financial Services Industry at River Road Asset Management & Cardinal Pointe Financial Group. He has worked in a number of different departments during his time in the industry, including Compliance, Trading, Financial Planning and Research.
In January 2020, Sean re-joined Hyland Financial as a Financial Advisor/ Planner. His focus in on client relationship support through all phases of the financial planning process, from managing, gathering, and analyzing client financial data, to compiling net worth statements, income and expenditure statements, and financial cash flow forecasts. He provides financial planning recommendations and creative planning strategies for clients and assists with the implementation of these strategies.
Sean graduated from the University of Louisville in 2012 with a B.S.B.A. in Finance and Economics. He currently holds his FINRA Series 7, FINRA Series 66, and Life & Health insurance licenses. He is currently working towards his Certified Financial Planner (CFP®) certification. He enjoys golfing, going to concerts, attending sporting events, and spending time with family and friends.