Sean Bracey

As a seasoned professional in the field of wealth management, I embarked on my journey over a decade ago, obtaining my license and joining my father's esteemed practice.

Recognizing the crucial role that taxes play in the realm of wealth management, our commitment to excellence led us to ensure that all advisors in our office hold a tax license, enabling us to provide comprehensive tax preparation services for our valued clients. The cornerstone of our approach lies in the belief that meticulous planning is indispensable to effective investment management. In pursuit of enhancing my expertise, I have successfully acquired designations such as ChFC (Chartered Financial Consultant), CSSCS (Certified Specialist in Social Security Claiming Strategies), and EA (Enrolled Agent). These credentials empower me to contribute significantly to the intricate planning processes tailored for our clients. Through years of dedicated service, we have meticulously developed a systematic approach that guides our clients through a comprehensive process. This ensures that they receive the highest level of guidance and support, reflecting our unwavering commitment to their financial well-being. Outside the professional sphere, I take pride in a fulfilling personal life. I have been happily married for seven years and am a proud parent to an almost two-year-old son. Our family enjoys creating cherished memories through activities such as camping, exploring new breweries, and hosting delightful backyard barbecues. In my moments of leisure, I indulge in personal hobbies that invigorate and balance my life. Whether I am immersed in the thrill of hunting or honing my skills in Brazilian Jiu-Jitsu, these pursuits provide me with the focus and resilience that contribute to my professional success. In essence, my professional journey is characterized by a commitment to excellence, a passion for comprehensive wealth management, and a genuine dedication to the well-being of my clients. Both in and out of the office, I strive to create a positive impact, whether it be through financial guidance or the joy of quality time with my family.