Shawn McCammon, JD, CFP®, CKA® recently joined the CIS Wealth team as a Wealth Advisor and CERTIFIED FINANCIAL PLANNERTM PROFESSIONAL. Shawn meets with clients in Boerne as well as New Braunfels.
Shawn brings a unique perspective to the planning process as he is also a licensed estate planning attorney, licensed in both Texas and California. Shawn is the managing partner of McCammon & Murray, PC, a law firm with offices in Texas and California focused on Estate Planning, Probate, Trust Administration and Asset Protection/Business Planning. Shawn has been helping clients with their estate planning needs for nearly two decades.
Shawn is a registered Investment Advisor Representative, holding his series 65 license, as well as being a CFP® and Certified Kingdom Advisor®. Shawn enjoys helping clients take a holistic approach to legal and financial planning, rather than just focusing on a set of documents, helping clients align their faith, family, and finances.
Shawn and his high school sweetheart, Kristy, have been married over 25 years and are blessed with 5 wonderful children. They are active at Currey Creek Church in Boerne and homeschool their 5 children through the Boerne Area Christian Homeschool (BACH) group. Shawn and Kristy have hosted bible studies on financial planning, and Shawn has spoken at local churches on the topics of estate planning, financial planning, and stewardship. Shawn is also involved in the Boerne area Chamber of Commerce, Business Networking International (BNI), and lots of kid’s activities!
If you would like to speak to Shawn about estate or financial planning, you can call the CIS office at (830) 609-6986 or contact Shawn directly at (210) 549-6419.
*Estate planning and legal services are provided through McCammon & Murray, PC a separate and unaffiliated legal entity, and not through CIS Wealth Management. CIS clients are not required to use the services of McCammon & Murray, PC for legal advice. Any legal advice and legal fees earned by Mr. McCammon are not provided or shared with CIS. Attorneys at McCammon & Murray PC are licensed to provide legal advice in TX and CA only.