Shawn GresethManaging Principal
Shawn Greseth leads the team and brings nearly 30 years of financial industry experience to the firm. His philosophy is to keep the personal well-being a top priority for each client and believes that personal wealth comprises far more than just money. Shawn uses a holistic approach he calls the "Family Values Deep Dive" to build a strong, personalized financial foundation for each client so they can comfortably lead a fulfilling life. Shawn enjoys managing four discretionary equity portfolio strategies focusing on undervalued dividend paying companies, companies’ growing earnings faster than the market, international companies and aggressive growth companies for our investors.
Prior to joining Wells Fargo Advisors Financial Network, Shawn spent 22 years with Merrill Lynch providing financial guidance, discretionary portfolio strategies and wealth management services. He also worked in public accounting at Coopers & Lybrand and in the private industry with both General Electric Capital and Carlson Companies.
Shawn studied Accounting and Finance at Minnesota State University, Moorhead. He lives in Waconia with his wife Lorie. His son attends South Dakota State University and his daughter attends Montana State University. Shawn takes any opportunity to go hunting, fishing, or partake in activities such as yoga, cross country skiing, and fat-tire biking.
*Equity securities are subject to market risk which means their value may fluctuate in response to general economic and market conditions, the prospects of individual companies, and industry sectors. Investments in equity securities are generally more volatile than other types of securities. There is no guarantee that dividend-paying stocks will return more than the overall stock market. Dividends are not guaranteed and are subject to change or elimination.