Our Team

<p>James D. Sheehan</p>

James D. Sheehan

CFP®, CPWA®
Founder | Managing Partner

James is a financial industry veteran with more than 25 years of professional experience and a decorated veteran and Major of the U.S. Marine Corps, serving since 1993. His passion for service began in the military and continues in service to his clients. Helping people gives James a deep sense of purpose and joy. He began his financial career in 1997 as a financial advisor at Merrill Lynch. He spent his formative years at UBS, starting in 1999 as a financial advisor and rising to become branch manager, divisional training officer, sales manager, and ultimately director. James joined Alex Brown, a division of Raymond James, in 2017, where he served as managing director before founding his independent practice, Sheehan Wealth Partners, in 2023.

James holds two prestigious credentials that signify excellence in the field of financial planning. He is a Certified Financial PlannerTM (CFP®) and a Certified Private Wealth Advisor® (CPWA®), the latter of which was designed specifically for professionals serving high-net-worth clients. He graduated with a bachelor’s degree in economics from Fordham University and holds Series 3, 7, 9, 10, 63, and 65 securities licenses through LPL Financial as well as life and health insurance licenses.

Known for his consistency and attention to detail, James is a disciplined and principled advisor who prizes integrity above all. His expansive skill set includes retirement income planning, estate and charitable planning, taxation, education planning, asset protection, and liability management.

A father of three, Abigail, Maura, and Jack, James resides in Daniel Island, SC. He has a strong presence in the local community, where he volunteers his time and efforts in service to others. James contributes to the organization Folds of Honor, volunteers at Meals on Wheels, and is an active member of Seacoast Church in Mt. Pleasant, South Carolina.

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<p>Shawn R. Tighe</p>

Shawn R. Tighe

CFP®
Managing Partner

Shawn began his financial career in 2013 as a Wealth Advisor Associate with Morgan Stanley and later as a Financial Advisor for UBS. In 2021, he transitioned to Alex. Brown, a division of Raymond James, where he held the role of Financial Advisor before departing to help establish Sheehan Wealth Partners.

As Managing Partner, Shawn utilizes his extensive knowledge of market conditions and financial strategies to help his clients work toward their financial objectives. His experience encompasses personalized investment management, retirement planning, and generational wealth transfer.

Shawn is a young, insightful advisor whose passion and experience make him an effective advisor and partner. He approaches each client relationship with natural empathy, taking the time to understand their perspective. His guidance is rooted in the advice he would follow and recommend to those closest to him. He is driven by a desire to see his clients and their families succeed personally and financially.

Shawn is a Certified Financial PlannerTM (CFP®), possessing one of the most highly regarded financial planning credentials. This qualification reflects his devotion to ensuring his clients' financial well-being and his adherence to the highest ethical standards. He earned his bachelor's degree from Rutgers University, majoring in finance and sports management.

Shawn married his high school sweetheart, Jillian. They have a son, Mason, and reside in his hometown of Succasunna, New Jersey. He enjoys staying active on the golf course and playing league softball.

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<p>Sydney Tuggle</p>

Sydney Tuggle

Client Services Representative 

Sydney is a military child having moved all over the states but spent most of her childhood in sunny San Diego, California. After graduating high school she attended Auburn University where she was a full time student and she also worked full time in the service industry. After my fours years, I graduated with a BA in Psychology and double minor in finance and sociology, cum laude. With an interest in finance it was an easy decision to come work for James and Shawn, where I relocated and now live in the beautiful city of Charleston. 

I love coffee, hanging out at the beach, lots of yoga, and Auburn football... when they're winning.

As the client service administrator, I will help to coordinate and keep up with overall management of our clients account documentation and maintenance. As I enter into the finance industry I am excited to learn and experience from the best while connecting and getting to know our clients

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<p>Kyle Schnell</p>

Kyle Schnell

Wealth Manager Assistant 

Kyle joined Sheehan Wealth Partners as a Wealth Manager Assistant in January 2024. Originally from Ridgewood, NJ, Kyle now resides in Daniel Island located in the city of Charleston, SC.

After graduating high school, Kyle attended Elon University where he was an active member of the professional business fraternity Delta Sigma Pi. He graduated with a Bachelor of Science degree in Finance with a minor in Supply Chain Management and Economics.

In his spare time, Kyle loves playing tennis, participating in a men’s basketball league and watching football. His favorite sports team is the Washington Commanders of the NFL.

As the Wealth Manager Assistant, Kyle’s duties include supporting Wealth Managers with operations and managing appointments with prospective new clients. Kyle looks forward to connecting and getting to know the clients at Sheehan Wealth Partners.

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Our Extended Team

David Weisman

David Weisman

BUSINESS STRATEGIST

<p>Stephen Ghosal</p>

Stephen Ghosal

CFO

<p><span id="_mce_caret" data-mce-bogus="true"><sup></sup></span>Dee Abernathy</p>

Dee Abernathy

ADMINISTRATIVE ASSISTANT

Jamie Miller<br/>

Jamie Miller

SR. MARKETING CONSULTANT