Shon has spent the past 18 years in the retirement planning industry, where he finds great joy in helping clients protect their retirement assets while building their financial legacies for future generations.
Shon holds insurance licenses in Washington, Oregon, Idaho and Montana.
Shon finds his greatest purpose in being a husband and a father. He and his wife, Hillary, have three sons and 2 daughters. Outside of the office, he enjoys following college football, coaching his kids’ teams and spending summer days at the family’s lake cabin.
We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The purpose of this website is to provide general information on the subjects discussed; it is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Our firm does not provide tax, legal or investment advice; all individuals are encouraged to seek guidance from qualified professionals regarding their personal situation.