Suncrest Advisors · Richfield, Ohio
Audit your swing.
Audit your portfolio.
Book an hour with Sean Heney. Spend the first half on the golf simulator at his Richfield office, then sit down and take the same honest look at your portfolio.
Complimentary · No obligation
Rather start smaller? See shorter meeting times.
The swing
A full-swing golf simulator, a bucket of balls, and time to work on whatever is breaking down in your game.
The Portfolio
Same exercise, different swing. A look at how your portfolio is built, what it costs you, and whether it still lines up with what you’re aiming at.
You’ll Be Meeting
Sean Heney
Wealth Management Advisor · Chief Operating Officer
An avid golfer who has spent more than a decade in financial planning, and who thinks both are learned the same way: work on the fundamentals, and be honest about what the results tell you.
Watch
Sean’s Story, in his own words
About
A little more about Sean
Sean has over 10 years of experience operating a Financial Planning practice and growing relationships with clients and advisors. Sean began his career as an intern and developed to Director of Financial Planning, at which point he began to build his own practice with Matt Lowery. Over the years, he has built a team of specialists and cherishes the privilege of learning with his team.
Sean’s core values have led him to a successful wealth management career, and he always strives to have a growth mindset, give exceptional effort, and end each day grateful no matter what the challenge.
Outside of work, he loves to spend time with his three beautiful children, wife, and dog. His family spends most of their time in Arizona but frequently travel back and forth to Ohio, where he and his wife are from. As a family, they love spending time hiking and playing in the pool.
Sean is also an avid golfer and cherishes what the game has taught him about hard work and discipline.
