I am a financial advisor with over 15 years of experience spanning investment consulting, investment strategy and research, wealth management, and financial planning on both Wall Street and Main Street.
For the past four years, I’ve served as Chief Investment Officer at SmartPro, where I helped design and launch the SmartPro Investment Models and guide the firm’s overall investment strategy. My passion lies in building evidence-based, client-centered investment solutions that drive long-term financial success.
I grew up in New Smyrna Beach, FL, and attended Lehigh University in Pennsylvania, where I played football and earned my B.S. in Finance. Money has also been personal for me. In 2016, my wife Ali and I went through Financial Peace University, and it completely changed how we view and handle money. It wasn’t always easy, but it was worth it. Today, we’re working on Baby Step 6, and I love helping others see that with dedication and a solid plan, financial freedom is achievable.
It is our mission to educate and empower you as we walk through your financial journey – together. Our team serves families, businesses, and organizations who are looking for someone to create a custom step-by-step plan to build and manage wealth.
I live in Parrish, FL, and enjoy spending my free time with family, investing, traveling, fitness, racing, and hiking.
Meet Team Shaw:
- Milan Olascoaga, Executive Admin
Local Church FPU Coordinator