Team

AMPLIFY : ALIGN

Why a team approach matters.
By bringing every member of our team, and their areas of expertise, to the table for you we think bigger, broader, more holistically and more intuitively on your behalf. We don’t make decisions in a vacuum. We consider all parts of your financial picture; lifestyle, aspirations, data, risk tolerance, worries, dreams and more. Then, we pool our resources, talents and experience to help provide you with the best ways to make all the pieces work to your benefit. While each member of our team has deep knowledge of their specialty, we also believe in collaboration and the sharing of ideas to give you a truly complete picture of all of your options and the most thorough and thoughtful roadmap for how to move forward.

SHAWN WALLACE
CLTC

Shawn Wallace

MANAGING DIRECTOR, CLTC

720.420.4866 Direct

shawn@RatioWealthGroup.com

“The first time I meet with prospective clients I love getting to know them, exchanging life stories and learning about their goals and dreams. The best moment is when they realize that we’re a great fit and that we are the advisors they have been looking for. I like to think my people skills rival my financial skills! At Ratio, I’m proud that everything we do revolves around our client’s plan. Our goal is for them to trust us as their advisor and planning resource for decades to come.“

Shawn has been a dedicated planning agent for the over seven years, focusing on the comprehensive insurance and investment needs of affluent clients throughout the country. He offers expertise in optimization tactics during the accumulation phase, as well as tax efficient distribution strategies for clients. Shawn also brings a unique perspective and industry knowledge to the table as a United Airlines pilot and Boeing 787 instructor.

After graduating from Indiana State with a Bachelor’s of Science Degree in Aerospace, Shawn flew for the United States Air Force and is a proud veteran of Desert Storm.

Work : Life

Shawn lives in Denver with his wife and two sons and they all love to travel and are avid sports fans. Shawn is also an avid microbrew fan and will happily tell you his favorites. He is also a Board Member of the Wings Over the Rockies Air and Space Museum.