portrait of Shawn T Doran

About Shawn

As the father of eight young children, my wife and I have come to understand the importance of having financial strategies in place to help achieve our long-term goals. Whether it is teaching others tips on how to budget, preparing for retirement, helping them save more for education or growing their investments and protecting them, I practice all of what I teach in my own life.

I cherish the relationships that I develop with my clients and making sure that they get great value and enjoyment out of our meetings. It is wonderful to see the "Aha" moments when a person...

Focus Areas

  • Business Retirement Plans
  • Divorce Finances
  • Insurance & Annuities
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

Personal Interests

  • Health & Nutrition
  • Dancing
  • Camping
  • Backpacking
  • Canoeing

Team Members

  • Betty Long
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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