Shawn Longley

Shawn L. Longley, CFP®

Partner

Shawn entered the financial services industry in 1996, determined to help clients find and follow their own unique path to achieve their financial goals. Shawn specializes in helping his clients implement comprehensive retirement plans, fixed income, and estate planning strategies that fit within their current financial situation. His main priority has been and always will be, helping his clients turn their financial dreams into a reality.

Shawn’s comprehensive approach allows him to take a deeper dive into each client’s current and long-term goals so he can develop tailored strategies needed to help realize those goals. This approach also allows for increased flexibility so that each plan can be adjusted as the lives and goals of his clients evolve.

As a CERTIFIED FINANCIAL PLANNER®, Shawn has completed rigorous educational requirements, passed an examination, and demonstrated extensive experience in analyzing and developing personalized long-term financial strategies

Originally from Green Bay, Wisconsin, Shawn has lived in the Fond du Lac area since 1996. He is a Past President and past board member of the Fond du Lac Evening Optimists. He is a board member of the Holy Family Endowment Board, as well as both the St. Mary’s Springs Foundation and St. Mary’s Springs Athletic Booster Club. Shawn and his wife, Lisa, reside in Fond du Lac and have two sons. Outside of the office, Shawn enjoys travel and is an avid sports fan.