Shawn Waltz is the Mid-Atlantic Regional Director for Dunham & Associates Investment Counsel, Inc. Shawn provides a consultative approach to partnering with Financial Advisors in the Mid-Atlantic region to implement Dunham’s investment solutions to help clients meet their financial goals and objectives. He provides a strong focus on practice management, client retention and business development. Prior to joining Dunham in 2019, Shawn was a regional director with Lockwood Advisors and an agent at John Hancock.

Shawn earned his Bachelor of Science in Business Administration from Pennsylvania State University. He holds a Certified Investment Management Analyst (CIMA) and Chartered Retirement Planning Counselor (CRPC) designation. He also has his Series 7, 63 and 65 licenses.

Shawn was born, raised, and still resides in the Greater Philadelphia area. He enjoys spending time with his son Jacob and wife Claire. He also pursues his many hobbies including; playing the bass guitar, softball, kickboxing and running.