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 he continues to serve his clients. Helping people gives James a deep sense of purpose and joy. He started his financial career in 1997 as a financial advisor at Merrill Lynch. He spent his formative years at UBS, beginning 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, an affiliate of Island Park Private Wealth, which he also co-founded.

James holds two prestigious credentials that signify excellence in financial planning. He is a Certified Financial Planner^TM (CFP^®) and a Certified Private Wealth Advisor^® (CPWA^®), explicitly designed 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 and 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, 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.

AWARDS: 

Forbes 2026 Best-in-State, South Carolina*
Forbes 2025 Best-in-State, South Carolina*

Shawn started his financial career in 2013 as a Wealth Advisor Associate with Morgan Stanley and later became a Financial Advisor for UBS. In 2021, he transitioned to Alex. Brown, where he served as a Financial Advisor before helping to establish Sheehan Wealth Partners and Island Park Private Wealth.

As Managing Partner, Shawn leverages his extensive knowledge of market conditions and financial strategies to guide his clients toward their financial goals. He specializes in personalized investment management, retirement planning, and generational wealth transfer. Shawn’s passion and experience make him an effective advisor and partner, and he approaches each client relationship with natural empathy, taking the time to understand their perspective. He provides guidance rooted in the advice he would follow and recommend to those closest to him, driven by a desire to see his clients and their families succeed both personally and financially.

Shawn is a Certified Financial Planner^TM (CFP^®) , a credential that reflects his commitment to his clients’ financial well-being and 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 live in his hometown of Succasunna, New Jersey. He enjoys staying active on the golf course and playing league softball.

Mike began his career in financial services right after graduating from college in 2007, choosing a career in wealth management over investment banking, allowing him to stay local and continue building his life with his wife, Rebeca, rather than relocating to New York City—a decision he looks back on as one of the best he’s made, both personally and professionally.

Before co-founding Island Park Private Wealth, Mike served as Senior Vice President and Financial Advisor at The Charleston Harbor Group at Morgan Stanley, where he spent nearly a decade specializing in family wealth management and alternative investments. His passion for helping successful entrepreneurs and wealth-creating families achieve a “work-optional” lifestyle and his experience coaching business owners add valuable perspective to the Island Park team. Mike takes pride in offering tailored advice to business owners, real estate investors, and families looking to build and preserve multigenerational wealth.

Mike earned a Bachelor of Science degree in Applied Mathematics from Johns Hopkins University and holds the highly regarded Certified Financial Planner™ (CFP®) designation, which reflects his rigorous training and unwavering commitment to high ethical standards.

Mike lives on Salty Oak Farm in McClellanville, South Carolina, with his wife, Rebeca, their two daughters, Catherine and Madeline, and their son, Michael Jr. Together, they enjoy the adventures of managing the farm, which is home to over a dozen horses, chickens, and even peacocks. Mike stays active, playing golf, tennis, and pickleball in his free time. He’s a lifelong learner focused on health, nutrition, and longevity and exploring new ways to improve his well-being and help others do the same.

With more than 40 years of experience in the financial services industry, Ken’s tenure as a government bond specialist has given him a deep understanding of macroeconomics, Federal Reserve policy, interest rates and fixed-income markets. He is able to put this knowledge to work for clients by making more effective decisions on their overall financial planning and investment opportunities, especially entering and during retirement.

Ken earned a B.S. degree in business administration and an M.B.A in finance from St. John’s University. A resident of Charleston, South Carolina, Ken and his wife, Mary Ellen, have three adult daughters, Amy, Kristen and Nicole, all of whom work in the financial services industry.

Ryan began his wealth management career in 2005 after graduating from the Charles F. Dolan School of Business at Fairfield University. For over 15 years, he has provided award-winning client service, operational, and management experience between positions held at Citi Smith Barney, The Royal Bank of Canada, and Morgan Stanley. Ryan specializes in the next-level support that High Net Worth and Ultra High Net Worth clients and businesses may require.

Ryan was proud to join the Island Park Private Wealth team in 2024 after serving as a Wealth Management Associate for The Charleston Harbor Group at Morgan Stanley in Charleston, South Carolina. He currently holds his Series 7 and Series 66 licenses through LPL Financial.

Originally from coastal Connecticut, Ryan and his wife, Alice, moved to Daniel Island in 2023. They recently welcomed their first child in 2024, a daughter named Taylor. They love the Lowcountry lifestyle and spending as much time as possible outdoors and near the water. Ryan’s interests also include ice hockey and rugby. He was the Head Coach of the highly successful Fairfield University Women’s Rugby team for 10 years.

He looks forward to utilizing his client service and leadership background to enhance the experience and success for all Island Park Private Wealth clients.

Kyle joined Island Park Private Wealth, as a Wealth Manager Assistant in January 2024, bringing his passion for finance and client service to the team. Originally from Ridgewood, New Jersey, he now resides on Daniel Island in Charleston, South Carolina.

After graduating high school, Kyle attended Elon University, where he actively participated in the professional business fraternity Delta Sigma Pi. He graduated with a Bachelor of Science degree in Finance and 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 a Wealth Manager Assistant, Kyle supports Wealth Managers with operations and manages appointments with prospective new clients. He looks forward to connecting and getting to know the clients at Island Park Private Wealth.