Shawn Lemp has more than 30 years of experience in wealth management and life insurance services. He serves as a financial advisor to individuals and families, as well as owners of privately held businesses, providing comprehensive, well-balanced solutions to help ensure the growth and protection of their financial assets.
Shawn provides financial planning to individuals and families to help protect their current and future well-being, including:
- Wealth accumulation and management
- Retirement and estate planning strategies
- Life, disability, and long-term care insurance
He also offers financial advisory services to small-business owners, comprising:
- Employee group benefit program design
- Retirement plan design, implementation, and management
- Executive compensation plans
- Business succession and transition financial planning
Education is a key component of Shawn’s relationships with his clients; he coaches them on how to appropriately plan for their futures, as well as helping businesses to educate their employees on how to maximize the benefits provided.
Shawn joined Foster Klima in 1995 and currently leads a team of advisors dedicated to supporting clients in their investment and benefits planning. He is a member of the Society of Financial Service Professionals and the National Association of Life Underwriters. Shawn enjoys time with his wife, Shelley; son Max, daughter-in-law Claire, and grandson Gideon; and son Henry. He is a lifelong hunter and fisherman who relishes time on the water and in the woods.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, N.Y.