Finding a financial professional you can trust is key to achieving a successful retirement.
Certified Financial Fiduciaries® are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to work with a Certified Financial Fiduciary® you can be confident that your best interests will always come first!
Anthony J. Engrassia, Certified Financial Fiduciary®
Anthony Engrassia is an Investment Advisor Representative with Wealth Management Strategies, Inc., where he has been serving clients since 2017 after graduating from North Carolina State University. In his role, Anthony provides tailored financial guidance, conducts in-depth risk analysis, and helps clients implement strategies that align with both short-term goals and long-term financial security. He also prepares productivity and compliance reports to support ongoing business development and performance optimization.
Anthony holds the Series 65 license and is a member of the National Association of Certified Financial Fiduciaries® (CF2) a credential that reflects his commitment to always act in his clients’ best interests. He is also affiliated with the National Association of Medicare Supplement and Medicare Advantage Producers, Inc. (NAMSMAP) and is licensed in life, health, and LTC/Medicare insurance. Currently, Anthony is further expanding his expertise by working toward his CFP® designation.
Outside of work, Anthony enjoys spending time with his wife, Kathryn, and their two dogs, Zoey and Piper. He’s passionate about sports whether its watching a game or coaching Little League. Anthony also serves as a Rotaract Chair, where he helps build and strengthen Rotaract clubs, support sustainable service projects, and foster strong ties between Rotaract and Rotary organizations throughout the district.
Anthony J. Engrassia, Certified Financial Fiduciary®
Sean Humeston is a seasoned financial professional with over 24 years of experience. His career began in 1996 in Orange County, California, where he toured nationally as a bassist with various rock bands until 2003. Beyond his musical talents, Mr. Humeston played a key role in the financial management of these groups, developing expertise in budgeting and promotion that ignited his passion for finance.
This experience led him to transition into the financial services industry, becoming a licensed retirement planner in 2001. Initially, he specialized in working with educators. In 2008, he founded Shoreline Financial Services LLC. His practice has since expanded to encompass a broad range of financial disciplines, including estate and retirement planning, personal budgeting, wealth transfer, insurance, and income planning.
Mr. Humeston is a member in good standing with the Better Business Bureau and the National Ethics Association.
Currently residing in Queen Creek, Arizona, with his wife. He enjoys traveling and spending time with his four children. A lifelong musician, he continues to play piano, guitar, and bass.
Scott is the founder of Rincon Wealth Management, an independent financial services firm created in 2018 and named after one of Scott’s favorite places growing up, Rincon Point, also known as the “Queen of the Coast” in Southern California for its legendary surfing environment. It was there that Scott learned the discipline of surfing while gaining respect for the waves, large and small, along with a big-picture awareness of the ocean at large.
Scott is a second-generation financial advisor who began hearing about the business at a young age from his father at the dinner table. He watched his father help create wealth for others and help them on their journey, and he wanted to do the same. Scott also wanted to learn how people made their money, and then help those people make smart financial decisions along the way.
Scott earned his bachelor’s degree in business administration with a concentration in finance and marketing from California State University, Chico. During college, he played baseball and worked in the banking industry. After graduation, Scott worked for several companies as a financial advisor before founding his own, independent firm.
Scott focuses on helping clients move from the accumulation years (working years) into the distribution years (retirement years). He knows that workers today value their work-life balance and focuses on the options that can help achieve that balance.
Scott relocated to Austin, Texas in 2018. He and his beautiful wife, Tori, are raising an active household with three children, Remi, Cash and Tate, along with two Great Danes named Charlie and Goose. Scott enjoys golf, fishing, hunting, surfing and Brazilian jiu-jitsu. He also dedicates time to coaching youth sports in his community.
Justin F. Shaw, Certified Financial Fiduciary® , CFS, RFC
Justin F. Shaw is the Founder and President of Advanced Financial Concepts (AFC), a firm he established after graduating with a Bachelor's degree in Finance from the University of Houston in 1994.For over 30 years, Justin has served as a trusted Financial Strategist and Retirement Income Planning Specialist, consistently exceeding client expectations and building a reputation for exceptional service.His expertise in designing wealth-building strategies has led to significant financial growth and secure retirement incomes for his clientele.
Justin's commitment to excellence is reflected in AFC's culture, which he leads by example.He holds numerous professional designations, including Certified Funds Specialist (IBF), Registered Financial Consultant (IARFC), and Certified Financial Fiduciary (NACFF). His achievements have earned him recognition as a Five Star Wealth Manager in Texas Monthly (2009, 2010), featuring him among the top 2% of Houston's 22,500 wealth managers.He has also been featured in Newsweek (2011) and was featured on Times Square Today (2016), broadcast on Fox News and CNBC.AFC has been an Accredited Business with the Better Business Bureau since 2011.
Beyond individual client work, Justin is a sought-after public speaker, previously hosting two successful radio shows, “The Financial Road Map” and “The Financial Truth with Justin Shaw,”educating millions on sound financial principles. He is the best-selling author of "The Soul of Success 2" (2015) and an active member of several professional organizations, including the National Academy of Best-Selling Authors, National Ethics Association, and the Better Business Bureau.A native Houstonian and active community member, Justin lives in Sienna, Texas with his wife Elizabeth of 27 years and their 2 children.
Justin F. Shaw, Certified Financial Fiduciary® , CFS, RFC