Michael J. Shean

CLU

Managing Director - Chicago

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Mike Shean is a Managing Director who joined Lenox Advisors in 2014.  He is responsible for working with both corporate and high net worth individual clients of the firm. With individual clients, Mike and the rest of the Lenox team specialize in comprehensive wealth management, estate planning, and insurance services. In the corporate world, Mike helps businesses of all sizes attract, reward, and retain top level employees, through the use of tax efficient techniques typically employed by only very large organizations. He also works in the employee carve-out space, for top level executive benefit programs.

Mike joined Lenox Advisors after spending almost 17 years with Northwestern Mutual. At Northwestern Mutual, Mike was a consistent Forum level qualifier, and a leader in the estate and business marketplace in Chicago. He holds a FINRA series 6 and 63 Registration (Investment company products/Variable Contracts Limited Representative) and is a Chartered Life Underwriter.

Mike graduated from the University of Notre Dame in 1995, and lives in Hinsdale, IL with his wife Kim, and his two sons. He enjoys golf, platform tennis, and socializing with friends and family.

For Mike’s complete licensing information click here.