Shawn O. Higley

An experienced wealth management executive who has served 35 years as a leader and wealth advisor in the largest financial services firms in the U.S.  

CERTIFICATIONS:
* CRPC - Chartered Retirement Counselor
* CPFA - Certified Plan Fiduciary Advisor 
* CTFA - Certified Trust Estate Advisor
* NQPA - Nonqualified Plan Advisor
* AIF® - Accredited Investment Fiduciary 

EDUCATION:
* College of Financial Planning
* Cannon Financial Institute Levels I, II, III
* American College of Financial Services
* Investments and Wealth Institute - CIMC Program
* Russell Investment Advisor Institute
* MIT, Wharton, Looking Glass, Center for Creative Leadership (WFC CEO) 
* Oregon State University - B.S. Business
* Oregon State University - B.S. Economics
* Pendleton High School - The Buckaroos

LICENSES:
* Securities Licenses: 6, 7, 9, 10, 63, 65 (ua)
* Insurance Licenses: 
     - Life & Health
     - Long Term Care
     - Commercial Property & Casualty
     - Personal Home, Auto & Liability

CAREER HIGHLIGHTS:
* Principal Financial Group, Northwest Retirement Consultant
* US Bank Private Client Group, Senior Vice President - US Sales
* Wells Fargo Wealth Management, Senior Vice President - Northwest Director
* Wells Fargo & Co. Next CEO Curriculum ~ MIT, Wharton, Looking Glass, CCL

PERSONAL:

I began life in Southern Oregon. My young biological mother found her way to the Salvation Army’s White Shield Center in Northwest Portland, where I stayed for a short time before being moved to Waverly Children’s Home in Southeast Portland. After some time there, I was adopted and raised in Pendleton, Oregon.

I later moved to Corvallis, attended Oregon State University, and remained there until I met my future wife. I followed her to San Francisco, where I launched my career and built the foundation for the life ahead. I proposed at the top of Twin Peaks, and we were married in Northwest Portland in an outdoor ceremony before returning home to raise our three children.

Years later, I served on the board of Trillium Family Services — the organization that included Waverly Children’s Home. The bank also placed me on the board of The Salvation Army. During a new board member orientation, without any prior knowledge of my own origins, I discovered that the “maternity home” we visited was the very place where I had been born. Standing in that building in 2021, now as a board member, I connected the dots between my original birth certificate;s address and the White Shield address — altered over time, therefore hidden when I went to search - - but then - found.  The director of our tour that day was named Grace of all names.  He has a sense of humor and I have shared this story in front of thousands many times. 

Today, I continue to serve on that board and have since returned to Oregon. I thank God for every gift, struggle, challenge, and moment of endurance He has provided. I am grateful He has not revealed what lies around the next bend or how the story ends.

It is an adventure.
God is great.