Reliant Wealth Planning

As a Founding Partner, Shaun oversees the firm's comprehensive wealth planning analyses and portfolio construction. Shaun has earned the Master of Science in Financial Services (MSFS) (concentration in Retirement Planning) degree, holds the CERTIFIED FINANCIAL PLANNER (CFP^®), RETIREMENT INCOME CERTIFIED PROFESSIONAL^® (RICP^®), ACCREDITED ESTATE PLANNER^® (AEP^®), CERTIFIED FINACIAL BEHAVIOR SPECIALIST^® (FBS^®), CHARTERED RETIREMENT PLANNING COUNSELOR (CRPC^®) designations and earned a graduate certificate in Financial Psychology and Behavioral Finance from Creighton University. Prior to starting Reliant Wealth Planning with Laura, Shaun was a Financial Advisor at both national and regional wealth management firms. It was at Merrill Lynch that he and Laura Clark formed their first team in 2001 and have worked together ever since. Before joining the financial industry, Shaun served in the US Army as an Armor officer. Shaun earned a Bachelor of Science degree from the United States Military Academy, West Point, graduating as a Distinguished Graduate and was awarded the Eisenhower Award for Excellence in the study of Behavioral Science and Leadership. Shaun also earned a Master of Arts in Theological Studies from Liberty University Baptist Theological Seminary, graduating with institutional honors' Graduate with High Distinction, and a Master of Science in Financial Services (concentration in Retirement Planning) from The American College. Shaun is married to his high school sweetheart Eva, and they have three daughters. He is active at Southeast Christian Church where he is a volunteer teacher. Shaun is also a Kenpo blackbelt and loves all things Halloween.

As a Founding Partner of Reliant Wealth Planning, Laura oversees client service with the goal of providing clients with a feeling of comfort regarding their planning and the management of their financial resources. Laura has her CERTIFIED FINANCIAL PLANNERTM (CFP^®) designation from the Certified Financial Planner Board of Standards, Inc., her RETIREMENT INCOME CERTIFIED PROFESSIONAL^® (RICP^®) and CHARTERED FINANCIAL CONSULTANT^® (ChFC^®) designations from the American College of Financial Services^®, her ACCREDITED BEHAVIORAL FINANCE PROFESSIONAL^sm(ABFP^sm) and her CHARTERED RETIREMENT PLANNING COUNSELOR^sm (CRPC^®) designations from the College for Financial Planning^®. Prior to starting Reliant Wealth Planning with Shaun, Laura worked in retail banking in the San Francisco Bay Area, where she was born and raised, continuing in the banking industry upon her relocation to Louisville in 1997. Becoming a Financial Advisor in 2000, she served clients at both national and regional wealth management firms. Laura earned a Bachelor of Science degree in Business Administration, with an option in finance, from California State University, Hayward, and an MBA from the University of Louisville. Laura has been married to Scott since 1993, and together they have hosted exchange students from Germany, Italy, and Japan that they now consider part of the family. They love to travel and have visited more than 40 countries, and 35 states. Laura is also an active member of PEO International, Chapter E, Louisville.