Shawn Sokolosky

Founder & Senior Advisor

With over 30 years of experience in the financial services industry, I am a seasoned expert in retirement planning and wealth management. I understand the importance of comprehensive financial planning and have developed a practice that reflects this commitment.

I have established a technology alliance that provides investment management solutions and back-office operations at a significantly reduced cost compared to previous firms, allowing me to pass these savings on to my clients. Additionally, I have cultivated a network of high-caliber alternative asset managers in venture capital, private equity, and private credit, offering clients diverse and robust investment opportunities.

I graduated from Kansas State University in 1992 with a degree in Business Administration. Outside of my professional life, I enjoy spending time with my wife of over 30 years and our four children, attending New Spring Church, and playing golf.

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