Our Qualifications

We are a regional firm offering a world class wealth management experience. Our team of experienced professionals offers over 50 years of combined industry experience.

Sean Becker

For the past 10 years Mr. Becker has provided executive level financial and business advice to individuals and corporations spanning the globe.

Prior to beginning his financial services career Mr. Becker:  grew up in a large family in southern New Jersey, received his B.S. degree in Industrial Engineering from the University of Massachusetts, served on General Electric’s Early Identification Program, and earned a M.S. in Engineering Management from UMass while serving General Dynamics as a business and program manager.

From 2004 to 2006, Mr. Becker served as the Chief Operating Officer for The Private Family Office a 40 employee accounting, taxation, and legal services firm that served ultra high net worth income individuals.  As COO, Mr. Becker was responsible for the day to day operations as well as for creating and executing the businesses growth plan with an ultimate goal of selling the company.  After a successful sale to Guggenheim Wealth Management and upon completion of the strategic integration efforts within the new company, Mr. Becker decided to leave Guggenheim Partners to start his own business.

In 2006, Sean W. Becker Consulting was established to provide financial and business advisory services to wealthy individuals, entrepreneurs, small and middle market companies. 

In 2008, Mr. Becker started a strategic partnership with McMullin and Associates; he became registered as an Investment Advisor Representative and took over the internal leadership roles of Operations Executive and Investment Committee Chair.  McMullin and Becker have since forged a partnership and Mr. Becker has been identified as the firm’s successor.