Our Team William A. Shea, ChFC, CFP®, CLU, CASL Financial Advisor email@example.com A graduate of J.J. Pearce High School in Richardson, Bill was awarded an athletic and academic scholarship to The University of Texas – Arlington. Bill completed his BBA at Texas Tech University in 1985.While a senior at Texas Tech, Bill earned his Real Estate License and promptly began a career in Real Estate. After graduation and prior to joining the world of investment management, Bill enjoyed a successful 10-year career with State Farm Insurance becoming one of the youngest Superintendents in the country. During this time, Bill expanded his knowledge by continuing his insurance education with specialized financial planning studies as he planned to benefit others in areas of finance that had been commonly discussed and successfully practiced within his own family.Bill specializes in creating Retirement Distribution Strategies for clients who are preparing for early retirement who must navigate the complex structure of the tax code to help maximize their retirement income and minimize taxes if under age 59 1/2. Additionally, Bill educates clients who are nearing age 70 1/2 or older in the management of IRA assets helping each person plan for Required Minimum Distributions. Building customized income distribution plans and paying attention to details are hallmark attributes that Bill exemplifies as he works with clients and their families to help reduce their tax liability, enhance retirement income and meet legacy planning goals to preserve IRA wealth for the next generation.Bill received the highly sought after financial planning credentials Certificate in General Insurance (1988), Certificate in Financial Planning (1991), and the designations Chartered Life Underwriter (CLU in 1994), Chartered Financial Consultant (ChFC in 1997) Chartered Advisor for Senior Living (CASL in 2005) and obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2008. Bill holds the General Securities Registration, Principal and Municipal Securities Registrations. Current and past memberships include: The Financial Planning Association (FPA), International Association of Financial Planners (IAFP), National Association of Personal Financial Advisors, International Association of Qualified Financial Planners and member of FSC Broker Dealers President's Elite Club, which represents the highest level of performance nationally for one the country's largest Independent Broker Dealers.Bill and his wife, Deanna, have been married for over 31 years and have 2 children.Bill is a golf enthusiast and plays to a single digit GHIN handicap. Taylor Shea Registered Assistant 972-680-1101 972-767-4499 firstname.lastname@example.org After Graduating from the University of Arkansas, Taylor joined Shea & McMurdie Financial in December of 2013. He holds his Series 7 General Securities license, Series 66 Uniform Combined State Law, Life/Health Insurance license, as well as a Property/Casualty Insurance license. Taylor has also completed Southern Methodist University (SMU) Certificate Program in Financial Planning and enjoys continuing his education in the fields of Investments, Tax, and Estate Planning.While attending the U of A in Fayetteville, Taylor played for the Razorback hockey team from 2009-2011 where he was awarded All-American Team honors. Taylor brings significant experience and insights to the team and assists advisors in helping clients prioritize their financial goals and investment plans tailored to their individual needs. Nicole Hamburg Registered Assistant email@example.com Shortly after graduating early from Texas A&M – Corpus Christi, Nicole joined Shea & McMurdie Financial in May of 2015. She holds both Series 7 General Securities license and Series 66 Uniform Combined State Law license. Additionally, she obtained her Life & Health Insurance License and is a Certified Financial Planner (CFP) candidate. She is currently enrolled in the Southern Methodist University (SMU) Financial Planning Certificate Program.As the third generation in the financial services industry and an eternal Philomath, her education and devotion to enhancing client servicing in our ever-changing industry greatly assists our firm in its responsibility to uphold a fiduciary standard. Nicole believes that a vital component often lacking nowadays in the modernized Financial Planning world is simply building a genuine bond with individual clients on a personal level. “Getting to truly know your clients is not only beneficial to the development of a trusted partnership, but it is also an incredibly powerful tool in refining an individual’s financial plan”.Throughout her time at college, Nicole had the privilege of balancing academia and athletics. Nicole played Division 1 golf while attaining awards such as Athletic Honor-roll and ensuring a spot on the Dean’s list. Nicole enjoys staying involved within the community by routinely participating in local charity events, in particular those related to child and animal welfare. Holly Lopez Office Assistant 9726801101 9727674499 firstname.lastname@example.org Sue Hendricks Office Assistant 9726801101 9727674499 email@example.com Sue is a graduate of Duncanville High School and attended the University of North Texas. She worked in the insurance industry with positions in Worker’s Compensation, Accounting and Property & Casualty for 30 years and in the financial industry for 19 years prior to joining Shea & McMurdie Financial as an Office Assistant in November, 2017.