Reach Shawn at 1-800-261-0533
In these uncertain times, planning for retirement is more difficult than ever. Shawn & Drew provide useful, common sense solutions that can help build your wealth, fight inflation, lower taxes, and potentially eliminate unnecessary risk and fees from your portfolio. Join the conversation every Saturday at 1pm.
Shawn Lee was raised in the mountains of Western North Carolina. He learned the value of hard work and dedication at a young age while working in his family's retail business. Shawn went on to receive a Bachelor of Science degree in Business Administration from Appalachian State University. After graduation, Shawn was recruited by Financial Independence Group, one of the nation's largest independent financial consulting firms, here in the Charlotte area. For nearly a decade, Shawn trained and counseled countless advisors on strategies to help protect their clients' assets. Shawn's work with financial advisors on financial case design has helped protect over $430 million in assets. His advice has benefited thousands of families across the nation.
In 2007, Shawn decided to take his expertise directly to the public. He founded Beacon Wealth Advisors, a financial advisory firm dedicated to helping retirees and future retirees build their wealth while protecting it from risk, taxes and other costly mistakes. He frequently speaks at industry events on the benefits of “Safe Money Strategies” and is widely recognized as an industry expert. His passion, enthusiasm, and dedication to financial education on retirement issues have made him a highly sought after speaker and seminar leader. Shawn is a member of the National Ethics Association and Better Business Bureau as well as being a “Top of the Table” member at the Million Dollar Round Table.
Shawn currently resides in Davidson with wife Amy and three sons Jacob, Logan and Jackson. He remains active in his church and community. Shawn maintains an active lifestyle and enjoys running, biking, and lifting weights. He also gets plenty of exercise chasing after his three young boys!
Email Shawn at firstname.lastname@example.org
Drew Partridge is the Founder and President of CAPbenefits. Prior to starting CAPbenefits, Drew served more than seven years as a Regional Sales Manager for a major Midwest health insurance carrier. As President of CAPbenefits, Drew works with individuals, businesses and insurance professionals to solve their benefits solutions. In addition, he trains and works with over 60 insurance professionals to assist in designing benefits solutions for their clients. Under Drew's leadership, CAPbenefits has grown to be a leading provider of health insurance and benefits consultants for individuals and companies in North and South Carolina. Drew earned his degree in Business Administration & Communications from Luther College in Decorah, Iowa.