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Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Samuel Shinn

If you’re working the Baby Steps, living below your means, and trying to be a little “weird” with money—you’ve come to the right place.

I’ve personally been through Financial Peace University, so I understand that financial freedom doesn’t happen by accident. It takes a clear plan, discipline, and someone in your corner who understands where you’re trying to go. I have extensive experience working with Ramsey followers and helping them navigate the Baby Steps, invest for the future, and prepare for retirement with confidence.

My professional background includes experience as both a financial analyst for a Fortune 500 company and a financial advisor. I earned my MBA from Mount St. Mary’s University in 2020 and my Series 7 and Series 65 licenses in 2022. That combination of education and experience allows me to bring strong financial knowledge to the table while keeping the conversation practical and personal. My goal is simple: listen to what matters to you, explain your options without confusing jargon, and help you build a financial plan you can understand and follow.

That’s also what drew me to SmartPro Financial. I connect deeply with the company’s mission to serve families with integrity, education, and straightforward financial guidance. My faith shapes the way I approach this work, and I believe managing money is about more than numbers—it’s about stewardship, generosity, caring for your family, and using what you’ve been given with wisdom and purpose.

I live in Shrewsbury, Pennsylvania, with my wife, Brianna. We were married in 2021 and welcomed our twins, Wesley and Scarlett, in October 2025. Becoming a husband and father has made the importance of intentional planning and leaving a lasting legacy even more personal to me.

Whether you’re just beginning to invest or preparing for retirement, I’d be honored to help you take the next step.

 

Schedule a Call

We’ll start with a conversation to get to know each other

Meet Up

We’ll set up a time to meet in person or virtually

We’ll present you with a customized plan based on your goals.

We’ll present you with a customized plan based on your goals

More About Samuel:

  • Lives in Shrewsbury, PA, Husband and Twin Dad
  • Series 7 and Series 65 Licensed
  • On Baby Step 6
  • Toyota Driver and Enthusiast (#1 car driven by millionaires by the way…)
  • Former Professional Rubik’s Cuber
  • Former Division 1 Shot Put, Discus, Javelin and Hammer Thrower
  • World Traveler

Locations Served

Contact

  • samuel.shinn@smartprousa.com
  • 717-515-2277

State Licenses

Affiliated with all 50 states