Shoreline Financial Services

Shoreline Financial is a retirement planning and financial strategies firm dedicated to providing unbiased opinions that are designed to achieve great results for our clients. We strive to be our client's trusted source for safe money and a better lifestyle. Our primary focus is to minimize risk and make sure our clients have a guaranteed income for the rest of their lives. We are a "full" service firm offering mortgage loans, tax advice, insurance needs, and retirement planning. Our team of professionals is committed to supporting, educating, and providing informed direction to each and every client.

Our Team

Sean Humeston, our CEO/Founder, developed his passion for financial planning in an unlikely place - during his time as a professional bass guitarist in a rock band in California. Sean played bass guitar in these bands, but more importantly, he played a huge role in the financial success of these groups. In 2001, he became a licensed retirement planner and specialized in working with school teachers. In 2008, he started Shoreline Financial Services, where he expanded his expertise to include estate and retirement planning, personal budgeting, wealth transfer, as well as insurance and income planning.

Debi Wiley, one of our licensed agents, was raised on the island of Kodiak, Alaska, and has a great skill in helping hardworking fisherman plan for their retirement. Debi was a client of Shoreline Financial before becoming a licensed agent. She shares the same planning concepts with her local clients and is proud to be a part of our team.

Eric Brasch, our Mortgage Specialist, is an Arizona native and a veteran of the U.S. Navy. After leaving the Navy, he fulfilled his lifelong dream of becoming a professional golfer and toured the world for over 8 years. After meeting his wife, he decided to stay at home and teach golf at several local golf courses, including Trilogy. Eric can help you with refinancing, home equity lines, and more.

Axel Williams, our Registered Tax Preparer, is the owner of Gilbert Tax Center and specializes in personal tax returns, small business returns, partnerships, LLCs, and corporations.

Gary Luna, our CPA and CFP, has over 20 years of experience in the financial industry. Before coming to Shoreline, Gary worked as a mortgage banker and branch manager for Raymond James. He enjoys explaining the details of financial plans to clients.

Grant Hadden, our Wealth Advisor, knew he wanted to be a Financial Advisor since high school. He's also an Eagle Scout and speaks Spanish fluently.

Our Philosophy

At Shoreline Financial, we believe that financial health is essential for a better lifestyle. We promote financial health through education, and our philosophy is to provide informed direction to each and every client. We are dedicated to supporting, educating, and providing informed direction to each and every client.

Services

We offer a wide range of financial services, including:

• Investment Tax Planning
• Insurance
• Retirement Planning
• Managing Your Finances
• Asset Allocation
• Business Succession Planning
• Charitable Giving
• Real Estate Services