Shaun began his career in 1988 with Principal Financial Group marketing individual life, disability, and long term care insurance. In 1992 he became a Registered Representative with the National Association of Securities Dealers and added to his practice marketing investments to individuals and corporate clients. Being a Chartered Financial Consultant, Shaun has taught advanced business planning courses through the National Association of Insurance and Financial Advisors. Shaun is able to use proven strategies that implement insurance and investment products to fund buy/ sell agreements, deferred compensation plans, key person coverage, retirement plans, and estate plans to help corporate clients and their executives set and achieve their financial goals. He graduated from the University of Montana in 1987 with a degree in business administration and a minor in economics. He currently holds the designations of Chartered Financial Consultant, Chartered Life Underwriter, and is a Life Underwriter Training Council Fellow. He is also a past president of the Western Montana Chapter of the National Association of Insurance and Financial advisors.