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Sean H

CFP®, Series 66

Richland, WA

Edward Jones

Sean Haselrig is a CFP® and holds a Series 66 credential with six years of industry experience. He is currently an advisor at Edward Jones in Richland, WA, and previously worked at Cetera, Baker Boyer Bank, and Bank of America. Haselrig serves as a board member for the Kadlec Foundation, a volunteer position involved in voting on charitable contribution distributions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of household, corporate, and charitable clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a variety of advisory programs and investment solutions.

Retirement income strategy College savings (529s, UTMA, etc.) Retirement withdrawal strategies Business ownership considerations Entity structure planning (LLC, S-Corp) Founder/Business Owner Oil & Gas Technology Professional
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Ryan S

Series 66

Richland, WA

Edward Jones

Ryan Shannon is a financial advisor with Edward Jones in Richland, WA, holding a Series 66 designation and three years of industry experience. He previously worked for WTCC/Amentum for six years before joining Edward Jones. Outside of his advisory role, Shannon operates a fishing guide service called Shannon's Reel Sportfishing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Charitable giving & philanthropy Wealth management Retired Founder/Business Owner Executive
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