05 15

Dmba financial planner

Designations and Education

  • Certified Financial Planner™ (CFP®)
  • Chartered Financial Consultant (ChFC®) candidate
  • Financial Planning Association of Utah
    Pro bono chairman/director 2015
  • Society of Financial Service Professionals
  • B.A. in Spanish translation, Weber State University

Career

  • Financial planner, DMBA, 2009 to present
  • Financial paraplanner, DMBA, 2005-2008
  • Financial benefits representative, DMBA, 1999-2004
  • Professional researcher, Von Eckhardt Genealogy and Rick Price and Associates, 1992-1999

Personal

Shon was born in Washington, D.C., and left the East Coast with his family as a young boy to live in Mexico's Yucatan Peninsula. After traveling extensively over the first 20 years of his life, Shon settled in Utah where he currently lives with his wife and four children. Shon studied foreign language translation and family history research early in his career, but also always harbored a passion for personal finance—a passion that later blossomed into a career at DMBA.

He enjoys playing tennis and chess with his young children. Shon’s family actively serves and volunteers in the local Latino community and they adhere to a “Spanish-only” rule at home where Shon strives to teach his children the same values of learning foreign languages and cultures that blessed his life as a young boy.

DMBA.com - Planning Financial Bio

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