A Team “Rich in the Blood”
“Rich in the blood” is a phrase Mary’s father used to encapsulate the blessing of family and belonging. As a mother/son team, Mary and Shawn extend that camaraderie and kinship to each client, encouraging them to spend their time, money, and energy on their own families. Building trusting, long-lasting relationships with their clients is both a priority and a signature of the E&E Wealth experience.
A Team “Rich in the Blood”
“Rich in the blood” is a phrase Mary’s father used to encapsulate the blessing of family and belonging. As a mother/son team, Mary and Shawn extend that camaraderie and kinship to each client, encouraging them to spend their time, money, and energy on their own families. Building trusting, long-lasting relationships with their clients is both a priority and a signature of the E&E Wealth experience.
Your Advisory Team
Mary is a seasoned financial advisor who has assisted clients in planning for their financial goals and organizing financial and estate details for over 36 years. She considers it an honor and a privilege to share in their financial journeys as many have become like family.
At E&E Wealth, Mary consults with clients regarding their financial goals and provides direction on comprehensive planning strategies to ensure the clients’ goals and needs are addressed in the most efficient manner while employing beneficial strategies in tax planning, asset location management, estate planning, etc. Mary’s acute attention to detail helps to ensure “everything is in order everywhere.”
Community and Family are extremely important to Mary. She volunteers twice a year at local food banks and alongside clients and is very involved in the church, serving as a lead on the coffee team! Mary also had the honor of offering educational instruction and consulting services to our servicemen and women serving in Iraq.
Mary states that her greatest blessing is her family heritage. One of five children, she was blessed with great parents and a large extended family. Mary and her husband, Phil, have been married for over 40 years and share three adult children and four precious grandchildren (and grand puppies). Mary and Phil’s greatest pastime is spending time with their family and friends. They also enjoy boating and skiing.
(P): 586.822.9570
(E): mary@ewasyshynwealth.com
After witnessing Mary’s impact on clients who have become like family over the years, Shawn jokes that he was born into the financial services industry. In 2022, he celebrated seven years as a financial advisor, earning his CFP® in 2018.
At E&E Wealth, Shawn’s primary responsibilities are to assist clients in getting the most out of their financial capital in order to live lives that make them proud. In addition to serving as Senior Financial Advisor and a financial planning specialist, Shawn also seamlessly handles the back-office functions of the office.
Shawn and his wife Caroline live in Berkley with their two children, Nova and Luca, and their Bernedoodle, Fynn. Prior to the birth of their second child, Shawn was a member of the NLMF Board, overseeing a pool of capital used to fund domestic missionaries on college campuses. Today, the young family frequently spends time at the Royal Oak Farmers Market on the weekends, enjoying breakfast pastries, smoothies, and perusing. Shawn is a proud member of the Maize and Blue nation and can often be found brushing up on his chess skills or improving his fitness during spare time.
(P): 586.822.9595
(E): shawn@ewasyshynwealth.com
Your Advisory Team
Mary is a seasoned financial advisor who has assisted clients in planning for their financial goals and organizing financial and estate details for over 36 years. She considers it an honor and a privilege to share in their financial journeys as many have become like family.
At E&E Wealth, Mary consults with clients regarding their financial goals and provides direction on comprehensive planning strategies to ensure the clients’ goals and needs are addressed in the most efficient manner while employing beneficial strategies in tax planning, asset location management, estate planning, etc. Mary’s acute attention to detail helps to ensure “everything is in order everywhere.”
Community and Family are extremely important to Mary. She volunteers twice a year at local food banks and alongside clients and is very involved in the church, serving as a lead on the coffee team! Mary also had the honor of offering educational instruction and consulting services to our servicemen and women serving in Iraq.
Mary states that her greatest blessing is her family heritage. One of five children, she was blessed with great parents and a large extended family. Mary and her husband, Phil, have been married for over 40 years and share three adult children and four precious grandchildren (and grand puppies). Mary and Phil’s greatest pastime is spending time with their family and friends. They also enjoy boating and skiing.
(P): 586.822.9570
(E): mary@ewasyshynwealth.com
After witnessing Mary’s impact on clients who have become like family over the years, Shawn jokes that he was born into the financial services industry. In 2022, he celebrated seven years as a financial advisor, earning his CFP® in 2018.
At E&E Wealth, Shawn’s primary responsibilities are to assist clients in getting the most out of their financial capital in order to live lives that make them proud. In addition to serving as Senior Financial Advisor and a financial planning specialist, Shawn also seamlessly handles the back-office functions of the office.
Shawn and his wife Caroline live in Berkley with their two children, Nova and Luca, and their Bernedoodle, Fynn. Prior to the birth of their second child, Shawn was a member of the NLMF Board, overseeing a pool of capital used to fund domestic missionaries on college campuses. Today, the young family frequently spends time at the Royal Oak Farmers Market on the weekends, enjoying breakfast pastries, smoothies, and perusing. Shawn is a proud member of the Maize and Blue nation and can often be found brushing up on his chess skills or improving his fitness during spare time.
(P): 586.822.9595
(E): shawn@ewasyshynwealth.com
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®