Shaun W. Heimann

With a focus on prudent asset allocation and risk management, Shaun works with corporate and private clients to help them realize their financial goals. Shaun began his career with PaineWebber in Newport Beach, CA in 1998. Upon the birth of their first child in 2001, Shaun and his spouse Sonya decided to relocate to the Berkshires to raise their children. Shaun was a financial consultant with A.G. Edwards & Sons. Inc. in Pittsfield from 2001 to 2007. In February 2007, Shaun joined Francis Investment Consulting Group, Inc. as First Vice President- Investments.

Shaun serves on the Board of Directors at The Boys and Girls Club of The Berkshires where he is Assistant Treasurer and chairs the Investment Committee. Additionally, Shaun chairs the Investment Committee for Berkshire Place and is an active member of the Rotary Club of Pittsfield.

He is a native of the Berkshires and has a BS with a concentration in Finance from the Carroll School of Management at Boston College. Shaun holds his Series 7, 9, 10 and 66 securities registrations, with LPL Financial and is licensed to sell insurance and annuities in Massachusetts. Shaun currently resides in Pittsfield with his wife Sonya and they have two children.