Shawn Aulenbach Aif® Crps®

Shawn Aulenbach AIF® CRPS® has over 20 years of experience in the retirement planning industry. Shawn began their career at Friendly's Restaurants as a Manager before transitioning to Fidelity Investments as a Client Services Manager. From there, they moved on to CitiStreet as a Retirement Plan Relationship Officer and then joined Sapers & Wallack as a Retirement Plan Advisor. Shawn then became the Team Leader of Retirement Consulting Services at Commonwealth Financial Network, where they managed all aspects of service delivery and provided consulting to advisors. Aulenbach then joined Longfellow Benefits as an Assistant Vice President, assisting with retirement plans and executive benefits, before the company was acquired by Gallagher. At Gallagher, they held roles as an Area Assistant Vice President and later as an Area Vice President, where they managed relationships with retirement plan clients and helped them achieve optimal plan performance while ensuring compliance with fiduciary obligations.

Shawn Aulenbach AIF® CRPS® attended Boston University, where they studied Financial Planning and Services. Shawn also earned an A.S. degree in Accounting from Massachusetts Bay Community College and another A.S. degree in Culinary Arts from Johnson & Wales University.