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Shawn Stone


Shawn currently lives with his family in North Dallas. When not with clients, Shawn can be found with friends and family at any sporting event, or on the golf course or studying the disciplines of Mixed Martial Arts. He also likes to donate his time to coaching youth athletics and the Special Olympics.

Business Philosophy

Shawn got into the business because he has passion for truly helping people realize their financial goals and dreams. He believes that clients should receive top notch advice, service, and strategies from any financial professional they see. His ultimate goal is to provide peace of mind to clients.

“You only have to do a very few things right in your life so long as you don’t do too many things wrong”-Warren Buffett


Bachelor of Arts from West Texas A&M University

Business Experience

Shawn has worked for some of the largest financial firms and investment management companies from 2004-2013 including Wells Fargo, JP Morgan, Fidelity Investments, and TIAA-CREF. In that time, he worked with clients, advisors, and plan sponsors to deliver the best financial and retirement strategies.