BLDR Wealth LLC

Timothy Sheahan is an advisor at BLDR Wealth LLC with Series 63 and Series 65 credentials and over 25 years of experience in tax and financial services. He has worked at TaxesPlus, Inc. since 1998, providing tax and accounting services, and joined BLDR Wealth in 2026. His tax expertise is a notable complement to his financial advisory role. BLDR Wealth LLC offers discretionary investment management, comprehensive financial planning, and retirement-plan advisory services to individuals, trusts, estates, and corporate clients. The firm employs a fundamental, long-term investment approach and integrates its advisory services with tax and accounting offerings through its principals.

Chelsea Harper is an advisor at BLDR Wealth LLC with a Series 65 designation and one year of industry experience. She also serves as Business Manager at TaxesPlus, Inc., a tax preparation and advisory firm, and is a board member of the Public Accountants Association of Kansas. BLDR Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a fundamental, long-term investment approach using ETFs, equities, bonds, and other instruments, and offers 3(21) retirement plan advisory services for plan sponsors.

Allan Sheahan is a CFP® with 13 years of experience in the financial industry. He is currently with BLDR Wealth LLC and has worked previously at firms including Cantor Fitzgerald and Jackson National Life Distributors. BLDR Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a fundamental, long-term investment approach using ETFs, equities, bonds, and other instruments, and conducts due diligence on unaffiliated Independent Managers it utilizes.