Shaun provides individuals and families with a range of specialized, comprehensive financial guidance for investment, retirement, and estate planning, as well as other wealth management needs. He started SteelPillars Financial, with the goal of offering a local, independently owned alternative to large, traditional brokerage firms.
Shaun earned his BS in mathematics from Alvernia University. After graduation, he began his career in the financial services industry. Hes has now spent the past 18 years as a financial advisor.
Shaun is a lifelong resident of the Lehigh Valley, Pennsylvania. In his spare time, he enjoys volunteering to coach youth baseball, playing golf, and spending time with his wife Jen.
Casey has worked at SteelPillars since 2019. He appreciates that the office is willing to work with everybody, not just the affluent investors that make up a majority of Wall Street brokerages. On top of implementing the same planning and investment strategies as Shaun, Casey works with business owners to start and/or manage their employer retirement plans.
Born and raised in Fort Lauderdale Florida, Casey earned his bachelors degree in Business Administration and Management from Florida Atlantic University. In his free time, Casey enjoys playing golf and attending sporting events around the area.