Our founder Shawn McCoy started his career in the financial services sector over 28 years ago. His career began in Carrolton, Texas where he discovered his passion for working with federal employees through MetLife. Throughout Shawn’s career, he had the opportunity of holding various positions in the financial services industry including compliance, wholesale, group sales, and management roles. During this time, he created and presented public seminars on numerous financial and investment topics. He also worked with thousands of representatives and organizations regarding insurance and investment strategy.
Shawn is now humbly a highly-experienced seminar speaker and trainer that travels across the nation in order to conduct workshops for federal employees in order to help them take proper advantage of the retirement, health, life, and other benefits provided to them by the US government. Over the past eight years, Shawn has advised over 15,000 federal employees and has also worked directly with financial advisors in order to deliver additional resources and extensive training.
As a former licensed life, health, and accident agent in Colorado, Shawn was also proudly a former registered representative holding a Series 7 and 63, a registered principal with a Series 24, and an investment advisor representative holding a Series 65. Shawn currently lives in Parker, Colorado and enjoys spending time with his two daughters.
To learn more about our founder, please contact us.