Sean Monohan, EA, CFP, AWMA, CRPS, President and Owner
Background
Sean graduated from the University of Kennesaw in 1990. After a brief start in banking, Sean worked in the Chicago office of Arthur Anderson, providing accounting & consulting services to various large clients in a wide array of industries, ranging from retail & consumer products to health care & financial services.
After Arthur Anderson, Sean spent 14 years in various corporate financial roles, supporting new business venture development, divestitures & acquisitions, and providing financial leadership to on-going business units. In addition, Sean has broad international experience due to assignments in Europe, China, Pacific Rim, and Latin America.
Sean went into private practice in 2005, focusing on individuals and small business owners by providing tax advisory services.
Sean has served on a variety of charity and community boards and currently is the Treasurer of Plano Area Enrolled Agents, Board Member of City House in Plano, and Member Liason for Lewisville Chapter of Team Networking. In addition, Sean actively engages in various charity and community events in the Plano and Frisco area.
Credentials
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Enrolled Agent (EA)
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Certified Financial Planner (CFP)
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Accredited Weath Management Advisor (AWMA)
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Chartered Retirement Plan Specialist (CRPS)
