Shawn Johnson

On a daily basis, I work with experienced analysts and product teams to provide clients with guidance on a wide range of financial services from lending solutions, life insurance, retirement strategies, estate planning services and banking products. I create customized, tailored wealth strategies designed to help families and individuals achieve their short and long term financial goals. Every approach and recommended solution is based upon each client’s risk tolerance, time horizon, liquidity needs and overall financial goals. I take a collaborative approach with my clients to help build and preserve their wealth, while striving to have a personal impact with each individual, helping create a lasting legacy for them and their families. Life is always changing and growing more complex. Together we will adapt our approach as life changes and goals are reached as the main focus is built around your life’s priorities.