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Sean Vaught
Serving in a hybrid role, Sean works closely with COO Rob Siegmann and the internal operations of the firm to provide consistent and accurate reporting to clients. Additionally, he also assists with maintaining compliance procedures to ensure accuracy with the SEC. Sean also serves clients in the following manner:
- Opens new accounts, assists clients with cash transfers (e.g. MoneyLink), completing IRA contributions, account transfers, and charitable gifting
- Is available to assist clients with other full-service needs, including help with our client portal, Schwab Alliance, or other technology related assistance
- Supporting the firm’s wealth planners by preparing for meetings and implementing non-security related advice with clients
- Maintaining and ensuring the continuous use of standardized technology and modern cyber-security practices to keep client data secure
Sean joined the Total Wealth Planning team in late 2016 and wears many hats. He enjoys spending time with his wife, hiking, camping, and playing disc golf and soccer. Sean is passionate about technology and creating the best client experience for the Total Wealth Planning family.
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