Sean L. DeFrehn, AIF®
Financial Advisor - Owner
Sean L. DeFrehn helps business owners and their families with investment, insurance, and financial planning decisions. His articles on personal finance have been published in Morningstar, Motley Fool, the Examiner.com and more. Mr. DeFrehn has a Bachelors of Science from University of Maryland University College in Business Management with a specialization in Finance. He earned the AIF® Designation from the Center for Fiduciary
Studies. The AIF Designation certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process.
He also trained at Merrill Lynch and Morgan Stanley where he began his career and earned his professional licenses. Series 7 – General Securities Representative Examination and Series 66 – Uniform Combined State Law Examination. Mr. DeFrehn became an independent advisor by starting DeFrehn Consulting in 2002. DeFrehn Consulting is an RIA (Registered Investment Advisor).
Mr. DeFrehn and his family are actively involved in his community including volunteering through his Church and children's schools. He is a member of the Honorary Board and Past President of The Dwelling Place Inc, a transitional housing group for homeless families. Mr. DeFrehn has taught Firearm Safety/Hunter Safety Classes for the State of Maryland. He also enjoys spending time with family and friends gardening, hunting, fishing, barbecuing and working on their 100-year-old home.