Sean is a financial planner and the founder of WealthBound Advisors, a fee-only RIA he built from the ground up in Scottsdale, Arizona. Before launching WealthBound, Sean spent several years at MassMutual where he developed a strong foundation in insurance, investment management, and comprehensive financial planning.

As a solo advisor and founder, Sean has worn every hat — from client work and tax planning to business development and operations — giving him a deep, practical understanding of what it takes to serve clients well without a team behind him. His specialty is working with high-income next-gen wealth builders: business owners, self-employed professionals, and complex clients navigating S-Corp structures, real estate investing, and equity compensation. These are clients in their prime earning years who are building serious wealth for the first time and need a planner who can keep up.

Sean is known for being direct, thorough, and genuinely invested in his clients’ outcomes. He brings a tax-first planning philosophy and a relentless work ethic to every client relationship. He’s joining Lifeworks because he believes the platform will allow him to do the best work of his career — with the infrastructure, team, and resources to match the level of planning his clients deserve.

Sean lives in Scottsdale, AZ with his wife Ali and their daughter Millie.