Sean first joined Hyland Financial in August 2009 while working towards his degree at the University of Louisville. Before re-joining Hyland Financial in January 2021, he spent nine years in the financial services industry at River Road Asset Management & Cardinal Pointe Financial Group. He gained experience in a number of different areas at these two stops, including Compliance, Trading, Research, Life & Long-term Care Insurance, and Comprehensive Financial Planning.
Sean works with Mark on the asset management and financial planning side of the business. Together, they help clients through all phases of the financial planning process: gathering, managing, & analyzing financial data; compiling net worth and cash flow outlooks; and most importantly, providing clients with recommendations and creative planning strategies to clients to help them feel secure & confident about their retirement. He also manages client portfolios with a strategic top-down asset allocation approach and bottom-up screening process for portfolio holdings.
He holds his FINRA Series 7 License, FINRA Series 66 License, and KY Life & Health Insurance Licenses. He and his wife Whitney are beyond happy to be raising their firstborn son, Archie. When outside the office, Sean enjoys golfing, attending Louisville Cardinals games, watching horse racing, going to concerts & comedy shows, and most of all, spending time with family and friends.