Financial Planning for a Life Well Lived
My grandfather used to say he was “rich in the blood,” a phrase that captured the blessing of family, belonging, and a life well lived.
That idea has stayed with me.
Our belief is simple: your money should make your life feel rich. Not just on paper, but in the ways that matter most - your family, your freedom, your time, your generosity, and your peace of mind.
Your Team
Shawn leads E&E Wealth with a focus on tax-efficient retirement planning, Roth conversion strategy, and helping clients in or near retirement build plans that last. As a second-generation owner, he combines the firm’s deep roots with a modern, proactive approach to financial planning.
Mary built E&E Wealth from the ground up over nearly four decades, earning the trust of hundreds of Metro Detroit families. Her legacy is a firm rooted in empathy, integrity, and genuine relationships, and it is the foundation everything here is built on.
Will Brand
Ryan Geschke
Erin Corbett
Jenny Kurz
Lauren Lehman, CFA®, CFP®
Arianna Rodriguez, CIMA®
Will Brand
Ryan Geschke
Erin Corbett
Jenny Kurz
Lauren Lehman, CFA®, CFP®