Shawn Paulk
Login to view DISC.As Chief Growth Officer at SPFG, Shawn Paulk leverages over 25 years of financial services experience to provide customized fixed-income solutions for RIAs. His background includes leading Mergers & Acquisitions at Moneta, one of the nations largest advisory firms, and he holds a Bachelor of Science from Southwestern Oklahoma State University.
Shawn is an active participant in the financial advisor community, regularly moderating and presenting at industry conferences such as Portfolio Summits, Markets Group, and Future Proof to connect with peers and discuss market trends.
He founded his own firm, Bonefish Advisor Strategies, LLC, to support independent advisors before his current role.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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