While return on investment is important, it’s only part of the story. Waymark Wealth Management looks at goals over the long term to help clients make decisions that will enhance their lives.
Waymark Wealth Management integrates traditional wealth management with behavioral finance. There is a distinct difference between clients having the financial means to live the life they want and actually being able to do so. Behavioral finance helps clients through a values-based decision-making process to help them strive towards their life goals.
Waymark Wealth Management’s goal is to utilize behavioral finance to help clients pursue their own unique “True Wealth."
Brendan Sheehan, MSFP, CFP®
Brendan has extensive experience in comprehensive wealth management. His focus includes retirement planning, behavioral finance, investment portfolio construction, education funding, insurance & risk management, taxes, charitable giving, and estate planning. Brendan has the ability to take clients' complex visions and distill them down to simple action plans, helping them move from where they are today to where they want to be tomorrow.
Brendan graduated cum laude from Harvard University with a B.A. in Psychology. He received a Master of Science in Financial Planning degree with High Distinction from Bentley University’s McCallum School of Business.
As an Eagle Scout, Brendan still is quite involved with the Boy Scouts of America (BSA). In fact, his daughter Caeli is one of the first female Scouts as BSA opened to girls in 2019. When he is not camping or doing CrossFit, Brendan, his wife Sue, daughters Caeli & Emma and German Shepherds Timber and Kammie enjoy the outdoors and spending time with their friends and family.
Client Services Associate
Brandon is a Client Services Associate with Waymark. He handles the account set up, transfers, and client requests, trades, money movement, and advice implementation. Brandon first started with the team back in 2007 at Ameriprise.
Brandon graduated from Bryant University in 2007 with B.S. in Accounting. Brandon lives in Plymouth with his wife Jessie, daughter Ainsley and his dog Enzo where they enjoy spending time on his boat or at the beach. Brandon also enjoys making an annual pilgrimage to Walt Disney World.
Client Services Associate
Niki is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline LPL advisors’ practices. She partners with advisors to provide support on administrative tasks and client management functions.
Niki has eight years of experience in the financial industry. Prior to joining LPL, she worked as a financial consultant at Community Investment Services. She maintains her Series 7 and 66 FINRA licenses. Niki enjoys working with advisors and their clients in her role on the Admin Solutions team.
Niki enjoys reading, camping, and spending time with her family. She adores animals and hopes to one day own a small farm. Niki's hobbies include walking with her dogs and learning new things.