portrait of Shawn Boyer

About Shawn

Having had a successful career in the military, I understand the importance of developing and maintaining a comprehensive strategy as well as honest and direct communication. The key to achieving your financial goals is understanding; my understanding of what's important to you and your family, and you understanding your overall strategy and how your investments may – or may not – be working in tandem.

Many hard-working families and business owners could benefit from someone they trust advising them on the most efficient and personally appropriate ways to achieve and maintain their goals. No two people are the same, and no...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Military Professionals & Veterans
  • Divorce Finances

Work History

  • Edward JonesNovember 2016 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®
  • ABFP™

    Accredited Behavioral Finance Professional™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Lindenwood UniversityBachelors

Personal Interests

  • Board Games
  • Martial Arts
  • Movies & Entertainment
  • Music

Team Members

  • Jacquelyn Imlay
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

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