Shawn Roberts
Client Service Associate

Shawn joined Ashton Thomas Private Wealth as a Client Service Associate in the firm’s Casper, Wyoming, office in 2021.

Shawn’s family has been in Wyoming for three generations. He grew up in Riverton and stayed there through high school. Shawn was a “working man” from the early going, running a paper route at age nine and working for the local school district beginning at age 14. After two years of community college to knock down some required courses, Shawn went to the University of Wyoming in Laramie where he majored in Finance.

After graduating in 2014, he went to work for Envestnet in Denver. Shawn started in the broker-dealer operations team, then transitioned to a client service role on the RIA side, eventually becoming a team lead in the operations group. When an opportunity to relocate to Philadelphia to build an operations team with a subsidiary of Envestnet presented itself, Shawn made the move and spent a year plus on the east coast covering fiduciary retirement plans. In his last role with Envestnet, he was a supervisor in the quality control group.

In 2018, Shawn decided to step away from financial services for a time and spent the next few years in the oil and gas space back in the Rocky Mountain region. Realizing he missed the investment services industry in early 2021, Shawn decided to join Ashton Thomas in the client service role in the firm’s new Casper, Wyoming office.

In his spare time, Shawn enjoys computers and technology, camping, ice fishing, and motocross. “The whole family is into motocross and off-roading,” says Shawn. “It’s great to be back in Wyoming again!”

BIO COMING SOON