Shawn P. Sullivan, CFP®, AAMS®
Executive Vice President & Financial Advisor
As an Executive Vice President at Seventy2 Capital, Shawn concentrates his efforts on helping clients focus on what is truly important. In an effort to better understand the needs of his clients, Shawn analyzes and develops retirement, risk management, investment, and cash flow strategies. In addition to working with the team’s individual clients, Shawn serves as the team’s 401(k) and retirement planning professional.
Prior to joining Seventy2 Capital, Shawn was a founding partner of Optare Financial Partners of Wells Fargo Advisors Financial Network. In pursuit of providing the highest level of guidance to his clients, Shawn is a CERTIFIED FINANCIAL PLANNER® professional as well as an Accredited Asset Management Specialist (AAMS®). Under his leadership, the team continued to be recognized for excellence, most recently earning the Forbes Best-In-State Wealth Management Team honor consecutively in 2025 & 2026. Shawn graduated from Purdue University’s Krannert School of Management with a degree in Economics and a certificate in Entrepreneurship and Innovation.
Shawn is passionate about service to his country and his community. He served as emergency manager for the Indiana Air National Guard’s 122nd Fighter Wing. Awarded in every step of his military career, including top graduate, distinguished graduate, and graduate with honors. In 2021, Shawn was awarded the Air Force Achievement Medal for outstanding achievement in his service to the Air Force.
Outside of work, Shawn tries to squeeze the most out of every day. That’s why you are equally likely to find him spending time in the great outdoors with his wife, Erica, and kids, Palmer and Wynn, stumbling in his pursuit to be a better amateur chef, or training for an upcoming race or athletic endeavor. Shawn is a repeated U.S. Triathlon National Championships qualifier, ultra-marathoner, and CrossFit Regional competitor. He is always looking forward to his next great challenge as a proud weekend warrior.
Location: Fort Wayne
*2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24-3/31/25 (Source: Forbes.com).2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23-3/31/24 (Source: Forbes.com). View Full Disclosures.