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McDermott
Sean McDermott

3065 Centre Pointe Drive Suite 2

Roseville

MN

55113

Professions

Other

About Me
Workshops Offered

Asset Allocation & Modern Portfolio Theory
Estate Planning
Exploring Your Options for a Quality Retirement
Financial Blunders - Lessons We Never Learn
Getting Fiscally Fit
Getting Your Financial House in Order
Investing Basics for Women
Investment Concerns in a Fragile Market
Is a Roth IRA Right for You
Roth IRA - America's Next New Tax Break
Strategies for a Sustainable Income in Retirement
Tax Planning
Understanding 401K Rollovers
Taking Control of Your Cash - Eliminating Debt

Sean McDermott, CFP, is the co-owner, founder, and president Summit Investment Advisors. Sean's career in financial services spans more than 30 years. As a Certified Financial Planner, he finds no greater satisfaction in helping clients live the lives they've imagined.

Sean graduated from St. John's University with a BS in Business Administration and a minor in Accounting. Thereafter he earned his Certified Financial Planner degree from the College for Financial Planning. He holds a series 7 and 63 and is a registered series 24 and 51 principal supervisor to LPL Financial. In addition, Sean is a licensed health/variable annuity insurance agent.

Sean and his wife, Gina, met in college and married shortly after graduation. They have three children, Logan, Landon, and Lexa. When not helping his clients achieve their financial goals, Sean enjoys golfing and biking and walks over 1,000 miles yearly with his wife, Gina!

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