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 supports Salem’s operational and compliance functions. 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.