With over a decade of experience in the financial industry, Shawn Chadwell is dedicated to helping individuals and families pursue financial confidence through comprehensive planning and personalized guidance. As a CERTIFIED FINANCIAL PLANNER™ professional, Shawn has been serving clients since 2011, focusing on financial planning, retirement strategies, and long-term wealth management.
A native of the Greater Cincinnati area, Shawn attended and played collegiate golf at Northern Kentucky University, where he developed the discipline, work ethic, and competitive mindset that continue to shape his professional approach today.
Shawn and his wife, Heather, have been married since 2012 and are proud parents to their two sons, Maximus (born May 2015) and Parker (born July 2017). Family is at the center of everything they do, and they enjoy spending time together traveling, visiting the lake and beach, and making lasting memories outdoors.
Faith and community are also important parts of Shawn’s life. The Chadwell family actively attends and serves at First Baptist Church of Glen Este, where they enjoy being involved and connected with others in their church family.
Shawn is passionate about building meaningful relationships with clients and helping them navigate life’s financial decisions with clarity, integrity, and purpose.