Shawn Nelson
Shawn is an Associate with
MWBoone and Associates. He has been with the firm since 2000, and his
primary areas of expertise include financial analysis, plan development
and portfolio construction. Shawn especially enjoys working with younger clients
who are trying to build and develop a solid plan for their future.
Shawn is a Registered Investment Advisor Associate and concentrates his focus on our fee-only financial planning services. He has worked for a major New York Stock Exchange member firm and an institutional investment consultant. Shawn has a bachelors degree in Finance from the University of Washington and is currently enrolled in the Certified Financial Planner® Professional Education Program. Shawn also holds licenses for life and health insurance with Washington state. Shawn enjoys playing sports, watching baseball (go M's!), working out and landscaping.
Shawn's specialties include financial planning for:
Young couples getting started in the right direction. How much should I save? Should we have more life insurance, or less? Do we really need a will? How much debt should we carry?
Independent Women - How do I build financial security? How should I handle my investments? When can I afford to retire?
College Education planning - How much do I need to save for my children's college education? What is the best type of account for me to use?
Debt management - How can I pay off my debts? Should I consolidate debts? Which loans should I pay off first?