Shea holds a Bachelor of Science in Accounting from High Point University. Shea began his career in 2004 and before joining Salem he was the Founder and Managing Partner of Avid Wealth Management, a Registered Investment Advisory firm providing clients with customized investment management and comprehensive financial planning. Other prior roles include Chief Investment Officer for a North Carolina chartered trust company and Trust Officer with Wells Fargo, providing wealth management and trust services to high-net-worth individuals. Shea delivers personalized financial advice and specializes in model portfolio construction, asset allocation, retirement/financial planning, and business retirement plans. In addition to serving clients, Shea is the firm’s Chief Compliance Officer, ensuring that all policies and procedures are in compliance with applicable laws. Shea has earned the following professional designations: (CTFA) Certified Trust and Financial Advisor, (AIFA) Accredited Investment Fiduciary Analyst, (CES) Certified Estate/Trust Specialist, and (EA) Enrolled Agent.