Broker Check


Shawn J. McCormick, CFP

Certified Financial Planner



Shawn is a Certified Financial Planner practicing in Avon, Ohio.  Shawn also supervises several other financial advisers across the northeast Ohio region.  In addition to financial planning, Shawn prepares tax returns for his clients.

Shawn graduated from Baldwin-Wallace College where he played basketball and was named to the Division III All-American team.  While in college, Shawn worked for a local banking firm where he began his securities and insurance licensing.  

Shawn lives in Avon Lake, with his wife Lisa, and two daughters Morgan and Hannah.  Shawn is an avid golfer, and enjoys spending time with his family on Lake Erie.  

Linda Goodill

Administrative Assistant



Linda assists customers with transactions, scheduling of meetings, and manages the processing of account documents and document retention.  She is a graduate of Bowling Green State University and resides in Bay Village, OH.   


How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.