Vice President Wealth Management Officer
Shaun joined Southern Michigan Bank & Trust in 2023, bringing 20 years of wealth management experience and a deep understanding of the unique needs of each individual client. Previously, Shaun served as Managing Partner for a regional RIA firm and Vice President for The Northern Trust Company, providing holistic advice to high-net-worth individuals on investments, tax efficiency, retirement strategies, estate planning, and comprehensive financial planning. Additionally, Shaun has a deep understanding of the Trust Administration and the Estate Settlement processes.
Shaun attended Indiana University – Bloomington, earning his B.A. in History, is a graduate of the Cannon Trust School, and completed the Certification Program in Financial Planning from DePaul University. Shaun is a former board member of the Indian River Estate Planning Council, Gifford Youth Achievement Center, Treasure Coast Homeless Service Council, and Indian River Soccer Academy, while currently serving on the board for the Syracuse-Wawasee Trail.
When not working, Shaun enjoys traveling and spending time outdoors with his wife Natalie and their two children, Madelynn and Sadie, volunteering his time with various youth-focused nonprofit organizations and is a lifelong fan of Notre Dame Football.