As Tax Specialist, Sean is responsible for the individual and Fiduciary Income tax returns of our group. He also monitors our client IRAs and charitable remainder and annuity trust payouts. Sean joined The First upon graduating in 2018. He enjoys building relationships with clients and providing them with exceptional service.
Sean holds a B.S. in Mathematics with a minor in Actuarial Science from Kutztown University. He is currently working towards becoming a certified fiduciary professional through Cannon Financial. A Bucks County native, Sean enjoys outdoor activities and spending time with his family.