About
With more than 20 years of experience in retirement planning, investment consulting, and futures trading, Sean specializes in helping businesses understand how qualified retirement plans work and what options will best meet their specific needs. He also creates and conducts employee education and fiduciary review meetings for businesses. In addition, Sean performs investment reviews for retirement plan sponsors, as well as for individual clients. Sean joined Wealth Enhancement Group in 2020 through the SVA Financial Group acquisition. Sean enjoys many outdoor activities such as snowboarding, golfing and hunting. Additionally, Sean previously served as Treasurer and is currently a member of the Finance Committee for the Village of Shorewood Hills. He is married with two children, Nora and Collin. Sean spends most of his free time doing family activities and spending time at their family cottage.
Education
- BA, University of Wisconsin - Madison
Resources from Sean Cote
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