Shaun Quirk, CFP®, CSS™

Shaun was born and raised in Milwaukee, Wisconsin, where he developed a deep connection to the city and state. Growing up, he was always interested in personal finance, which led him to pursue a career dedicated to helping individuals and families successfully navigate their financial futures.

Shaun attended the University of Wisconsin-Madison, where he earned degrees in Finance and Risk Management. His passion for finance led him to pursue the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, solidifying his commitment to providing professional guidance to clients. Over the past seven years, Shaun has worked with clients from across the country, specializing in asset preservation, income planning, and tax strategies. He also believes strongly in client communication and client education, ensuring clients understand the strategies, and feel confident and informed as they prepare for retirement.

In his role, Shaun takes pride in delivering personalized financial strategies and building lasting relationships with his clients. When he’s not working, Shaun enjoys spending time with his family in Northern Wisconsin. His hobbies include hunting, fishing, kayaking, and supporting all things Wisconsin sports. Shaun’s love for outdoor activities and his strong connection to the local community reflect his down-to-earth approach to both life and finance.

Shaun resides in Big Bend, Wisconsin with his cat Shizzle. He is honored to help individuals and families achieve their financial goals through a thoughtful, educational, and personalized approach to planning.

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