"Shawn brings valuable experience that strengthens our legal team as we continue to grow," said Shirl Penney, CEO and founder of Dynasty Financial Partners. "His judgment and insight will help us continue to support independent advisors as they build their businesses."
Advisory transitions aren’t just personnel changes—they’re moments of truth. Done well, they demonstrate professionalism, foresight, and commitment to the client experience. Done poorly, they risk reputational damage and long-term erosion of client trust.
