Shea holds a Bachelor of Science in accounting from High Point University. Before joining Salem, Shea was the founder and Managing Member of Avid Wealth Management, a Registered Investment Advisory firm providing clients with customized investment management and comprehensive financial planning to deliver personalized financial advice. His 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 will support Salem’s operational and compliance functions and continue to serve clients’ investment and wealth management needs. Shea is an Accredited Investment Fiduciary Analyst, and in 2007 earned his Enrolled Agent designation allowing him to represent taxpayers before the Internal Revenue Service.