
Member Bio
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I’m the Founder and CEO of ECIVDA Financial Planning Boutique, a firm I built on a simple but powerful belief 20 yrs ago with my stepfather Brian [now 52 yrs working in finance]— that great financial advice begins with deep human connection & a true financial planning foundation. For me, financial planning isn’t just investments or solutions; it’s about understanding people — their many different stories, their unique values, and aspirations — and helping them make choices that align their decisions with what truly matters most.
Over the past two decades, I’ve had the privilege of working with individuals & families, and business owners to create clarity in their financial lives. At ECIVDA, we focus on objectivity, independence, and genuine care, ensuring that every plan we create reflects the life our clients want to live. We are caring, creative and goals & objective focused. I've tried to assemble a team of experts in their own areas to provide best of class advice in a rapidly changing financial advice sector.
As a Certified Financial Planner, I feel fortunate to be able to join the FPAC group. My expertise lies in comprehensive, values-based planning for high-net-worth families, business owners and entrepreneurs. I’m extremely passionate about transforming complex decisions into clear, meaningful strategies that support both financial growth and personal fulfillment. As former ski instructor, SCUBA instructor, mountain bike trainer, infantry officer, police officer & former underwater bomb technician - I have some unique experiences that I carry forward that allow me help with problem solving and creative solutions [and I liked to teach].
Beyond the office, I’m a lifelong learner, mentor & sharer [love sharing], and adventurer. Whether I’m climbing mountains [just returned from Everest Base Camp], exploring new cultures, or filming video content to make financial planning more human and accessible, I approach every experience with curiosity and purpose.
Ultimately, my goal is to help people live intentionally and with purpose. I l like to connect deeply, share, and learn. I look forward to being an FPAC member and advancing our profession.
- Shawn