In 2018, Shawn joined our Ultimate Retirement, Risk Management and Financial Planning Team as the Complex Financial Planning Advisor. Shawn is focused on helping clients work toward their retirement dreams through a well thought-out financial strategy including the use of Trusts, Generational Gift planning, Estate Tax Planning, and much more. With more than 19 years of experience in the industry including banking, insurance, and financial planning, Shawn has a strong appreciation for risk management and holistic financial planning.
Shawn is the founder of Strategic Wealth, Inc. with offices in Osage Beach, MO and Oklahoma City, OK. He holds Series 7 & 66 FINRA Securities Registrations as well as Life and Health Insurance Licenses around the country. He also earned his CLTC (Certified in Long Term Care) designation in 2010.
With 50 years of combined experience, Merle Jones, Shawn Manuel and William Lockwood joined together to create the Ultimate Retirement, Risk Management and Financial Planning Team which continues to benefit our clients even in an unstable market.