CEO / Wealth Advisor

Shawn Nelson

CFP®

  • Education
  • University of Washington
    Bachelor of Arts
    Business Administration, Finance
  • College for Financial Planning
    CERTIFIED FINANCIAL PLANNER™
  • Awards
  • “Five-Star Wealth Manager”
    2012, 2013, 2014, 2015, 2016 ~ Seattle Magazine

Shawn’s passion is to help clients achieve their goals and solve their problems. The world of finance and investing are often confusing and distressing for clients but he sees this as a way to be able to serve and to be a trusted guide.

What are your financial concerns? What do you need help with? Shawn has 19 years of investment experience, including 16 years with Boone Wealth Advisors, LLC. He has been the lead or assisted on over 500 financial plans and manages hundreds of millions of dollars for clients.

Why do you love what you do?

There is no better feeling that having a positive effect on a person’s life in the work that we do. Fortunately, I have that opportunity each day. I see this as both a challenge and a responsibly.

What do you love to do outside of work?

He enjoys coaching baseball, church, hiking and the great outdoors. He and his wife keep busy raising their three boys and doing their best to foster their development.