DeFrehn Consulting | RETIREMENT & INCOME MANAGEMENT

 

 

Sean DeFrehn • Investment Advisor • 240-720-5153 • 6 Mill Pond Court Germantown, MD 20876

 

 

 

 Newsletters

 

Who We Are
Our Story
Who We Are
Financial Advisor vs   Traditional Broker

What We Do
What We Do
Use an Advisor If...
Talk to an Advisor If...
Investments
Insurance

Quick Tips
Planning Your Retirement Party
Planning Has Its Priorities
4 Steps to Sound Finances
3 Keys to Choosing Appropriate Investments  

Safety & Security
How Your Assets Are Protected
Triad Advisors
National Financial Services LLC
SIPC
FINRA
MSRB

Sean DeFrehn
Speaking Engagements
Licensing and Registration
Recent Press
Sean DeFrehn


DeFrehn Consulting
6 Mill Pond Ct. Germantown, MD 20876
Phone 240-720-5153
sld@DeFrehnConsulting.com

 

 

 Speaking Engagements | Licensing | Recent Press | Sean DeFrehn


Sean DeFrehn

Sean Louis DeFrehn is a Registered Investment Advisor specializing in Retirement and Income Planning.  As an independent advisor he is able to focus on a client’s best interests, and does so through his affiliation with Triad Advisors.  Triad Advisors is an Independent Broker Dealer based in Norcross, Georgia and is a member firm of the FINRA and SIPC.  Prior to working independently, Sean worked as a Financial Advisor at Morgan Stanley in Washington, DC

Sean is involved with several community organizations.  He is the Founder of Great Names Great Works, a business group of Northern Montgomery County, MD whose purpose is to bring together Philanthropic business owners for the good of local charities.  Sean is the President of the Board of Directors for The Dwelling Place, a transitional housing group for homeless families.  He is also sits on The Church Council at Covenant United Methodist Church

Sean serves as the President of the Neelsville Estates Home Owners Association and is a member of the Chair of the Hunting Oversight and Enforcement Committee at the Bethesda, Chevy Chase Chapter of the Izaak Walton League of America

In his spare time Sean coaches the Swimming and Water Polo Teams at the Jewish Community Center of Greater Washington

Sean grew up in Montgomery County Maryland.  He graduated from Poolesville High School in 1995.  He also graduated from Montgomery College with an Associates Degree and from the University of Maryland University College where he earned a B. S. in Business Administration with a primary emphasis on Finance, Secondary on Marketing. 


 

Licensing and Registrations

The Following Licenses are current as of March, 5th 2008.  They are subject to change and expiration.  For further detail contact DeFrehn Consulting. 

DeFrehn Consulting is registered as a Registered Investment Advisory Firm with the Attorney General of the State of Maryland.

Details can be found in the ADV filing Part II. 

Sean DeFrehn is a licensed Registered Representative registered through the FINRA (Financial Industry Regulatory Authority) formerly the NASD & NYSE in the following states; CA, FL, MD, NY, PA, & VA as well as the District of Columbia. 

Currently Sean DeFrehn holds licenses in Life & Health Insurance as well as Variable Annuities in the State of Maryland, The Commonwealth of Virginia and The Sate of Florida.   

Sean DeFrehn has passed the FINRA:

                General Securities Representative Exam (Series 7)
                Uniform Combined State Law Exam (Series 66)
                Futures Managed Funds Exam (Series 31)

 The Broker Dealer of DeFrehn Consulting is Triad Advisors, Member FINRA/SIPC


 

Recent Press

Gazzette.net

Maryland Community Newspapers

Wednesday, July 16, 2008

Going the extra mile for a good cause

Some take charitable giving to the extreme

by Patricia M. Murret | Staff Writer

 

Swimming 12.5 miles around Key West, Fla., on June 21, Sean DeFrehn of Germantown saw barracuda, dolphins and coral.

Naomi Brookner⁄The Gazette

Sean DeFrehn, 31, trained last month in the Potomac River, near White’s Ferry.

 

He also raised about $1,500 for The Dwelling Place, a Gaithersburg nonprofit that provides transitional housing for the homeless.

‘‘I could have easily just taken $1,500 out of my bank account and given it to The Dwelling Place and say that I have given and just be done with it,” said the 31-year-old former swim coach and longtime water polo player. ‘‘But doing it this way, I was able to raise about the same amount of money and raise awareness for the cause.”

Talk about transitional housing, as is the goal of The Dwelling Place, has a time and place, he said, but athletic endeavors and feats are often ‘‘a conversation starter,” he said.

DeFrehn is among a growing number of people who are seeking new and creative ways to give to charitable groups. Fundraising activities involving physical exercise or endurance that also put a cause in the spotlight are not uncommon, said Jonathan Aiken, director of media relations for the American Red Cross. Anecdotal evidence from local chapters is that more and more, people around the country are ‘‘feeling something missing” and seeing a need to get involved, he said.

‘‘For some people, they get more involved in their faith, others get more involved in their community, other people get involved in a cause,” Aiken said.

DeFrehn, The Dwelling Place’s board president, is no stranger to traditional fundraising. He founded Great Names, Great Works, a business group that raises money for local charities, in 2001. But while happy hours and dinners have been successful, he has looked for creative opportunities to raise cash that will create a buzz and put a personal stamp on giving.

In the works is a planned tubing trip for 40 on Aug. 23 on the Shenandoah River in Harper’s Ferry, W.Va. Also planned is a one-day bicycle ride on Oct. 11 from Cumberland to Washington, D.C., along the C&O Canal, said DeFrehn, an investment adviser. Groups will seek sponsors through word of mouth and e-mail.

‘‘This is a fairly new thing for us and I think it reflects the world,” said Miriam Gandell, The Dwelling Place’s executive director. ‘‘People nowadays are trying to both write a check but spur others to do something.”

Case in point: 41-year-old Mark Young of Germantown began his ‘‘Running for Others” campaign in January. The odyssey will have him run 12 marathons in 12 months to raise cash and awareness for The Dwelling Place, the Make-A-Wish Foundation and Germantown HELP, which provides food and emergency supplies to the needy.

The tour started Jan. 13 at the Disney World Marathon in Orlando, Fla. Young has since hit races in Fort Lauderdale, Fla., Washington, D.C., Frederick, Cleveland and Coudespourt, Pa. His last marathon will be Jan. 11 — 364 days after his first, also at Disney World.

Young, a member of Cedarbrook Community Church in Clarksburg, sees completing the races as faith in action — taking a ‘‘me-oriented sport” and turning the focus outward, compelling others to act.

‘‘I thought about doing it just for the heck of it, and thought: ‘Well that will get old real fast,’” said Young, who had previously run 32 marathons. ‘‘If I can do this, it’s sort of like: ‘What can you do?’” he said. ‘‘Average people motivated can do big things.”

So far Young, a facilities manager for a Washington, D.C., law firm, has raised $2,500 through his Web site, www.runningforothers.com, where he tracks his progress on a blog and corresponds with the curious.


 Notice:
Securities Offered through Triad Advisors member FINRA / SIPC.

Always consult an investment professional before making investment decisions.


 DeFrehn Consulting
6 Mill Pond Ct. Germantown, MD 20876
Phone 240-720-5153  
sld@DeFrehnConsulting.com