Meet Allan
Meet Allan
Allan Sheahan, CFP®, is a Partner and Wealth Advisor with a knack for helping high-net-worth individuals, families and business owners achieve their financial freedom. Allan brings over a decade of experience in investment management and financial planning. He believes that a disciplined discovery process is key to understanding the right investment strategy for your specific situation, and that everything we do must begin with a financial health assessment or plan.
A graduate of Kansas State University with a Bachelor of Science degree in business management and marketing with minors in economics and leadership, Allan brings a passion and unique problem-solving skillset for helping individual clients and business owners address the unique challenges of highly appreciated assets. He is dedicated to empowering his clients to make informed decisions through ongoing education. He does this by surrounding himself with industry subject matter experts and staying up to date with the latest industry technology and current events.
In his first career, Allan traveled the country chasing storms as a Catastrophe Response Adjuster. He became an expert at reading policy and understanding the value of well executed insurance.
Allan is skilled in asking the right questions throughout follow up conversations to inform the ongoing process of financial planning, motivating clients to enact positive changes and remain on a path to financial freedom.
In his spare time, you’ll find him hiking, golfing, and cheering on his wife, Gabby, at horse show jumping events. Gabby is a neurologist at Mass General, and you might find Allan honing his second language of “doctor-speak” when Allan and Gabby are socializing with friends in the medical field.
