Shawn Meade, CFP®, CPA, MS

Principal, Senior Financial Advisor | Advisors, Principals

As a Principal and Senior Financial Advisor, Shawn Meade works with clients to formulate planning goals, develop and implement wealth management strategies, and monitor clients’ progress in working towards their financial and investment goals. He has experience in all areas of financial planning, including retirement planning, estate planning, education planning, tax planning, investment management and risk management.

Prior to joining Wipfli Financial, Shawn worked at two “Big 4” public accounting firms, started Redwood Wealth Management, LLC—which was acquired by Wipfli Financial Advisors in 2022 — and was an entrepreneur for over 18 years. This insight is useful when working with other entrepreneurs and devising tax strategies, retirement planning and cash-flow prioritization.

Professional memberships and activities

• Junior Achievement of Georgia – Board and finance committee member
• The Ohio State University Fisher College of Business Alumni Board – Board member
• Cherokee County Educational Foundation – Board member
• American Institute of Certified Public Accountants (AICPA) – Member
• Georgia State University Financial Planning Alumni Chapter – Founder and past president